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Design
We want our investment and financial plans to be as straightforward and low-cost as we can make them. Only add complexity if simplicity won’t serve.
Assess
First, we need to understand your goals and priorities, as well as the risks you are exposed to. Next we need to figure out if your current approach seems likely to succeed. Only after that does it make sense to think about changes.
Track
Once we know where you are headed, we need to be sure that you keep making progress. As things change we want to make sure adjustments aren’t needed, either because of a life change or a change in financial markets.
Educate
We want our clients to really understand what we (and they) are doing. We try to remove the sense of mystery that investing has for some people. We want them to be better investors and planners with or without us.
Systematize
Having a repeatable process for monitoring your investments and your relationships is of immense importance. We value transparency, and a thorough approach to helping our clients. Renewing commitments is what keeps a relationships vibrant.
We do something so simple it’s revolutionary. We take our time to work through one thing at a time.
We don’t dictate, we ask questions. Working as a team with our clients we uncover personalized strategies.
Our tools and resources are developed to allow our clients to interact with us in the most simple and effective ways.
We work together and plan based on your personal attitudes, biases, visions for the future and priorities.
