Our Process

Our financial planning process like having a conversation with an old friend. When you catch up with someone you haven’t seen for a while, you start by talking about the past. What have you accomplished in your life so far? How have your experiences led you to this point? The way we see it, we first need to understand who you are and what you want to accomplish in life before we can go to work on your finances. This conversation is just the beginning of our financial planning process, and what we hope will be a rewarding lifelong relationship.

By understanding your past, we can better prepare your financial future. Choosing the right tools and services to meet your unique financial needs and match your investment strategy to your goals and values is the foundation for that future. Each of us will confront major life transitions and those transitions, more often than not, have economic implications. As financial advisors, we’re sensitive to the fact that personal circumstances can influence your relationship with money over time. All of the information you share with us contributes to a deeply customized financial plan.

Our financial planning software, Dragonfly, is named after the insect totem that represents wisdom and change. The dragonfly is characterized by amazing flight patterns as it appears to be able to change direction swiftly, gliding through the air with no apparent effort. Its lightness inspires those who have the dragonfly as totem to use their ability to be flexible and highly adaptable in any situation, just like our financial planning process. Our personalized portfolios are built with the Three E foundation to ensure they are: Effective, Efficient, and Economical.

Financial planning is a very dynamic and personal journey and must adapt to changes in one’s personal life and in the global financial landscape. Let us help you embrace how planning can help you reach your full potential.

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