Our relationship begins with a conversation about your life, your aspirations, and questions or concerns. From there, we collaborate to build a tailored plan.
Since 1982, we’ve served an array of clients, and we’ve come to recognize that in order to serve them well, we must serve them all differently.
We make the complex simple.
Our team’s process is a way of doing business that focuses exclusively on you.
The Five Steps Of Our Wealth Management Process
Wealth is a tool to help build the life you envision. So we begin by listening, learning and questioning what that life looks like to you. Once we fully understand your vision, we balance opportunities with the realities of any constraints or obstacles you may face.
The Five Steps Of Our Wealth Management Process
Finally, the Manage step features a structured review procedure to chart your progress. We offer refinements as needs and situations change, always keeping you informed and making certain that you are comfortable with every action.
The Five Steps Of Our Wealth Management Process
In the Implementation step, we deploy the people, processes and resources to launch your plan.
The Five Steps Of Our Wealth Management Process
In our Design step, we share what we have learned from the previous two steps. By analyzing your situation and evaluating your needs, we can design a financial strategy that is tailored to you. Together we map out your financial plan and ensure that you are satisfied with the direction you will be taking financially.
The Five Steps Of Our Wealth Management Process
We then move to the Collaboration step. During this step, we identify an experienced team of professionals, such as accountants and lawyers, to incorporate various perspectives and more accurately form your financial plan.
Led by Lynn Phillips-Gaines, our talented team offers you a combination of financial skills and services.
We often enjoy having special events and casual gatherings for our clients. Below are some of the recent events we have hosted.
To learn more about making us your partner, or to recommend our team to those you hold dear, we invite you to contact us anytime.