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Our Process

Financial planning is a dynamic process, not a product. Your financial goals often evolve over years and generations with your lifestyle. Unexpected circumstances such as lottery winnings, inheritance, career change, marriage, life threatening injuries and settlements, home purchase or a growing family can make a huge impact in the best of plans.

Like Yale, Harvard and many of the largest Endowments we believe that just owning stocks, bonds and funds is no longer diversified enough. In the crash of 2008 both stocks and bonds collapsed, while some other asset classes did not.
We believe that Risk management is the keystone to our process while quarterly meetings, goal and investment reviews help both of us stay on top of your plans, goals, and fears.
We work with you and your generations (when needed) to help you understand all available options and make the most appropriate choices to address your goals.

As you begin to consider how best to manage your financial future, you should feel confident knowing that with almost forty-years’ experience and practical application, you’re working with someone committed to providing the highest standard of financial planning.