Our Process Works

And here's why.

We ask tons of questions.

We ask a lot of questions. We write it all down. And we’ve gotten pretty good at listening because we’ve found that if often takes time for new clients to verbalize their retirement dreams. “I want to travel” is one of the first things we hear from new clients. That’s a starting point, but how? RV, cruise ship, first class, restored VW Bus?

We get into the weeds and take the vision of how you want to spend your retirement and turn that vision into an actionable plan. That’s what we’re good at.

We test.

It’s not enough to put a plan in place. We stress test the whole thing to see how it will hold up under all sorts of market conditions.

We’ll also work with your tax advisor to address any tax issues associated with your plan.​

We test again.

Once we’ve developed the plan and put it through the stress test, we’ll review the plan with you to make absolutely certain we’re all on the same page, goal-wise. Once we agree on a course of action, we’ll develop an Investment Policy Statement.

It’s literally the guide to your financial future. The I.P.S. contains your stated goals, written clearly and concisely, and serves as a measuring tool to help us stay within our written objectives.

We spring into action.

Once we agree on a course of action, we’ll make any necessary portfolio adjustments based on our Asset Allocation Model. 

We monitor and we meet.

We’ll meet quarterly, semi-annually, annually. Whatever it takes to help make sure you’re comfortable with your plan and have good handle on your progress. We can meet in person or via Skype or WebEx​.

Contact Us

720 Rugby St. Ste 200

Orlando, FL 32804  

PH: 407-648-1881