Financial Management

All of our services are directed toward managing your portfolios within the areas of accumulation and distribution - such as spending or gifting. In order to apply our firm to your situation, here are the steps we take:

1. Understand Your Commitments

2. Identify Your Resources

3. Identify Your Tax and Timing Constraints

4. Broadly Match Your Resources to Your Commitments

5. Discuss Asset Classes and Select Asset Allocation for You

6. Provide Education about Investments within Your Allocation

7. Set up an Investment Policy Statement for You

8. Discuss Your Fees and Costs

9. Select a Custodian for Your Assets

10. Set Up Account Paperwork for You

11. Build Your Portfolio

12. Monitor Personal and Portfolio Changes