Our Process


It's All About You

Our process starts with us getting to know you. Our first meeting is all about you, your family, your goals, your lifestyle...we want to know your story.

Spending time asking questions and listening to what is important to you is critical to the success of your plan.  We want you to ask us questions, too. Together, we'll discuss the investment process and concepts that form the foundation of our core investment philosophy. 

Putting it All Together

Using industry leading planning tools (MoneyGuidePro and Albridge Wealth Reporting), we will design a unique, flexible investment plan to help you achieve your goals.  Some topics we may discuss include:

  • General principles of financial planning
  • Risk tolerance 
  • Plan based Asset Allocation
  • Retirement Planning
  • Education planning strategies
  • Emergency funds and budgets
  • Estate planning strategies
  • Income tax planning concepts
  • Insurance planning 

After we review your plan and we agree upon a course of action, we will implement your investment strategy. In addition, we will walk you through how to enroll in online access, how to read account statements, the frequency with which we will meet, and discuss client service expectations.

Monitoring Your Progress

Lastly, we will monitor your progress. This is done by analyzing your plan and reallocating your portfolio regularly to make sure your investments are still aligned with your current needs and future goals. And we get it...life changes, and thus we will meet regularly to check in with each other to make sure your plan is still working for you.