Our Disciplined Approach

Our disciplined approach to managing wealth – refined over three decades – consists of a disciplined, five-step process that typically takes place over several meetings – and begins and ends with your dreams for the future.

Discovery: The First Meeting: The moment of magic starts with an understanding of how we might be able to help you – we’ll do a lot of listening; you’ll tell us where you are, what you’re thinking, feeling, or worried about; what you’re looking for in terms of your financial life. Depending on your needs we may complete a comprehensive profile, taking into account all the facets of your financial life, such as current income, assets, budget issues or problems, your business, your family.

Respond to Immediate Issues: The next step is to respond to an immediate issue, if there is one — such as the death of a spouse, a pending retirement, settlement or a buyout. We outline options and help you make choices to deal with the highest priority on your list. We’ll also frame other short- and longer-term goals based on your circumstances, along with formulating a personal investment philosophy and an investment policy statement.

Financial Analysis: We will analyze your spending and funding for your education, medical, retirement, and other short- and long-term savings goals.

Comprehensive Planning: Depending on the complexity of your situation, we may recommend a variety of solutions – including financial, investment, and insurance services – to put you on the path to your dreams.

Implementation: At this stage, we’ll finalize our recommendations and begin the implementation phase.

Ongoing Monitoring of Life and Financial Issues: Regular reviews and updates enable us to monitor your plan, incorporate market and life events and re-balance your portfolio as needed.

  • Budgeting and Goal Setting
  • Investment and Insurance Analysis and Planning
  • Pre- and Post-Retirement Planning
  • Legacy and Estate Planning
  • Research: Stocks, Bonds, Mutual Funds and Institutional Managers

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