OUR PROCESS

• It begins with discovery. We’ll help you articulate and prioritize your goals. Is it retiring
comfortably? Sending children to college? Passing wealth to your heirs or your community?
Probably all of the above. Setting goals is vital, but so is prioritizing and understanding
the trade-offs.

• With goals in hand, we can make informed decisions about the most appropriate investment
strategy that will help you reach your objectives while being consistent with your risk tolerance.
Long-term goals require long-term patience, so we encourage our clients to adopt a strategy
they can live with.

• Next comes evaluating and implementing your strategy, What specific mix of investments will
increase the likelihood of goal achievement?

• Finally, all investment strategies are monitored faithfully. Are you on track for each goal? Is the
road to financial wellness clear? If not, what do we need to change?