1.  Listening.  Most of our clients became wealthy without us.  They hire us to advise them… to manage aspects of their financial life that they do not have the time, the expertise, the ability or perhaps the desire to manage on their own.  The first step in our process is to listen, ask questions, understand and help define just what you are investing for. 

2. Rough Draft.  Most clients have some idea of where they are heading, but they require a detailed audit that only a professional advisor can bring.  Am I on track?  Will I be OK?  What have I not thought of?   These are questions we all have surrounding our investments and financial plans.  Major decisions we will make together and turn a rough draft into a sound plan of action. 

3.  Implement.  Setting a course of action, then making it happen is extremely satisfying. The undone gets done.  The unhandled, gets handled.  There are no more loose ends.  We will spend as much time as necessary to make sure the client understands the strategies we have recommended and chosen. 

4. Service, Commitment, Discipline.   Attending to client needs, issues and concerns is our mission and my personal passion.   We want to be consulted on all matters important to YOU.  Our job is to implement your plan, monitor your investments, make the necessary changes, and plot your progress against your goals.   As my high school wrestling coach would often say… “To be successful, you must live with discipline, follow a great process and always honor your commitments.”