PROCESS


when you invest with us, we'll invest in you.

 
 
 

Your financial life is tied to all the other parts of your life. Money affects family, career, home and all the little decisions you make along the way. To advise you based on the big picture and set you up for success, we have a 4-step process in place to get you set up and continue to build confidence as we repeat the experience over time.

 

a four-step process to make the process painless.

 
 

1.

#lifegoals

It starts with a meeting. We’ll talk about your family, your job and your favorite sports teams.

 

 

2.

we get the big picture.

We provide you with a big picture view to keep you informed about your goals and investments using simple, modern, visual technology.

We’ll take care of all of the paperwork to get your financials transferred over to us. You’ll sign a few things, but the process is pretty painless. Once we have everything in place, we’ll connect your accounts and give you client access to helpful financial tech tools. Riskalyze is a program we use to assess your risk tolerance. Black Diamond reporting and eMoney provide you with a big picture view so you can keep tabs on your investments and goals. Together these tools keep you posted on your performance and show your entire financial picture in relation to your goals in ways you can truly understand.

 

 

3.

we make numbers beautiful.

So we’ve developed a customized experience to help you better understand the numbers and clearly see what’s most important to you.

Because we know how frustrating it can be to understand complicated financial statements. This includes one-on-one training, an easy to understand outline of your plans and a strategy projecting what it takes to get there.

 

 

4.

we're with you for the long haul.

We continually assess the progress of your goals and keep tabs about changes in your life that might affect your overall plans.

We are selective about who we take on as clients. We work with people we like. Which means we develop relationships that are important to us. To maintain this relationship and keep your money working hard for you we check in often.

We set up one-on-one quarterly reviews. We discuss the state of your money and what’s happening in the market. Then we’ll get back to work to tweak your plans as we go.