Process
what guides us
Empower your Financial Future with our Proactive Strategies
We believe your wealth roadmap belongs in your hands, not ours. Our approach is built on collaboration, where your goals and priorities take center stage. We guide you through every turn, sharing financial expertise and empowering you to make informed decisions, but the path you choose is uniquely yours. Together, we navigate each step, ensuring your journey is smooth and fulfilling.
01 — Connect
Share your priorities and learn our philosophy.
02 — Explore
Dig deeper and crystalize goals.
03 — Organize
Take inventory and gain clarity on all relevant pieces of your plan.
04 — Design
Creation of your customized financial plan.
05 — Collaborate
Summarize plan and discuss actionable strategies.
06 — Mobilize
Prioritize and implement plan of action.
07 — Stabilize
Ensure our course of action is working for you.
08 — Oversee
Continuously monitor your plan while guiding you forward.
Questions?
Our Investment Philosphy
Crafting purpose-driven wealth: We weave your goals, values, and risk into a mindful portfolio. Align your dollars with ethics and the planet, building prosperity with peace of mind.
Cost-Sensitive
When selecting investment partners, we prefer lower-cost, and transparently priced investments.
Strategic
Apply strategies such as dollar-cost-averaging, rebalancing, systematic liquidations, and retirement bucket strategies to help mitigate risk.
Diversified
We believe in a core, broad-based asset allocation with traditional investments such as stocks, bonds & cash, but utilize alternative investments as appropriate to lower correlation to traditional equity and fixed income markets.
Diligent
Through at minimum quarterly reviews of our core investment strategies using our in-house due diligence, we adjust our models proactively. We perform quarterly audits of our core investment strategies and make proactive adjustments.
Independent
We are independent and bound only to our clients. We have the flexibility to work with a broad universe of investment partners to select the solutions that best meet our criteria for clients.
Customized
We manage client assets through a combination of in-house investment models, and individual client portfolio customization based on goals, need, or investment preference.
Time-Tested
When selecting investment partners, we utilize strategies that have long-term track records & include a combination of index funds and active managers.
Research-Based
Our core & customized portfolios are constructed utilizing third party research software, outside investment consultants, and in-house due diligence. We consider fundamentals and relative value, and employ qualitative and quantitative screening.
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