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Our Process

Part art. Part science. All about you.

01.

Share Info / Getting Started

Gather information

Align philosophy

Educate

Set expectations

02.

Develop Plan

identify goals and hurdles

establish time horizon

address financial punch list

build financial plan

03.

Design Portfolio

suitability

tax sensitivity

risk capacity

risk tolerance

personality and preferences

strategy selection

04.

Actively Manage

Asset Allocation
security Selection
Risk Management

05.

Review & Revise

Ongoing communication

evolve with clients’ stage in life

proactive and responsive service

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