Your Wealth Advisory Process

Design - Build - Protect

Our approach to Life Based Planning is simple. It's called Design Build Protect. This is how we help our clients Design, Build and Protect their financial plan. We first Design a plan built around your life. Your plan is built for you and not just your money. We then Build your portfolio using asset class investing based on science and academics while maintaining a disciplined and structured approach. We then work to Protect your plan from common investment mistakes that lead to uninformed decisions while also keeping emotions in check during life’s stressful moments. Please take a few moments to watch the video below to better understand how we use Design Build Protect to help you achieve your goals. 

It Starts Here. The LifeMap.

While some advisors focus on your money and statements first, we focus on you. We find that one of the most important components of any successful advisory relationship is truly understanding who you are as a person. The LifeMap helps us do just that and as the graphic below shows, we want to understand what’s important to you in a number of key life areas. The LifeMap also serves as the starting point for your financial plan. 

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The Next Step. Make A Plan

Now that we have discovered and understand what matters most to you, we work together to develop and implement a financial plan to make sure your money is being used most effectively to achieve your goals. We use what we have learned from the life map discovery and combine that with the categories in the wealth pyramid below as the basis for your plan. 

We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals 

The Final Step. There Isn't One

The LifeMap and financial plan are only the beginning of the process. This is a long term relationship. The plan will continue to evolve over time. Life is never static so we closely monitor your plan and make sure that we make adjustments as your life changes. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing. 

To get started with your personal wealth advisory process, simply click the link below to schedule a quick 15 minute phone call.  We look forward to speaking with you.

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