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Our Process

We prefer a holistic approach focused on pursuing specific milestones we create together. Our comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course:

1. Assessing Your Needs and Finances - We begin by asking you to complete a confidential personal profile that helps us gain a deeper understanding of your current financial situation and goals.

2. Preparing Your Plan - We provide a detailed analysis of your finances, develop a variety of customized strategies and offer recommendations to address your future needs.

3. Implementing and Monitoring Your Strategy - Once you select the most suitable approach, we put your personalized wealth management strategy into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments when necessary. You will also have online access to Wealth Vision where you can see all of your assets in one central location.