Becoming A Client
1. Discovery
Our first priority is to listen. We work personally with you, devoting the needed time to learn and appreciate your most important values, goals and relationships. This deep knowledge forms the foundation – the blueprint – for that individualized plan.
The value we bring to our clients goes well beyond choosing and managing the right investments. We look at every aspect of your financial picture – insurance, trusts, taxes, retirement and more. We study the various forms of risk in your portfolio and then help you discover more ways to make the most of your money and your life.
2. Analysis
Once we know where you are and where you want to go, we then focus on the most effective way to get you there. This is where we apply decades of unbiased, peer-reviewed research and evidence to work.
3. Implementation
With a plan in place, we work with your accountant, estate planner, attorney and other advisors to ensure that your money is where it should be based on your current and future needs.
As an independent member of the BAM ALLIANCE, we have access to full-time researchers and financial specialists who continuously study, evaluate, and apply the latest peer-reviewed financial research to better ensure that the recommendations we make live up to our rigorous standards.
Having been founded by CPAs, taxes are central to our approach to wealth management. We look at taxes as a year-round strategy by monitoring your plan, your investments and the performance of the market for tax-loss harvesting opportunities.
4. Ongoing Management
We continuously monitor both your assets and the market to make sure they are performing according to your plan, rebalancing and making adjustments as necessary.
In addition to meetings, we are constantly publishing new content to our website to inform and educate our clients and those who are most important to them.
We are here to help you make smarter decisions and to provide the discipline you need to stay the course. We are always here for you.
