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For Individuals

Goal-based Investment Planning

Our Process


Get Started

In order to fully understand your risk tolerance, we ask that you .

Start Your Risk Questionnaire


Initial Meeting

Once your risk is accessed, we'll have our first meeting to discuss your goals.


Plan Development

Once your goals are established, we'll produce an investment proposal for your approval.


Ongoing Monitoring

Once your plan is approved, we'll open accounts and begin investing. We'll provide you with quarterly reports and ongoing communication.

Our clients receive:

  • Full time staff dedicated for client support
  • Quarterly performance reporting
  • Regular communication through our blog
  • Online access to client titled custodian accounts

Our SMA strategies are offered through the following custodians:

  • Charles Schwab
  • Fidelity Investments
  • Interactive Brokers