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Our Process

Phase I: Discovery

I begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom-tailored to the unique needs of each client. I then develop a comprehensive plan that outlines the strategy I recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. I strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

I monitor my client's accounts to ensure they are still performing in a way that meets their intention. During the annual review with my client, if circumstances have changed, I am quick to make adjustments.