CALL

LOCATE

Our Process

Our Process

Plan Well - Save Well - Live Well

We have developed and refined a process that puts all the pieces of a client’s puzzle together, giving us the ability to address their needs now and as they evolve.

As our client, we’ll lead you through the three phases of our 3D Process: Discovery, Design and Deploy. By doing so we’ll build and implement a highly personalized plan that will help you reach your goals. And once the plan is in place, we’ll continue to work with you to ensure you remain on track.

  • ONCE WE HAVE A FULL UNDERSTANDING OF WHERE YOU ARE AND WHAT YOU WANT TO ACHIEVE, WE’LL DESIGN A FULLY CUSTOMIZED PLAN FOR YOUR SHORT AND LONG-TERM GOALS.

    Whether it's securing a comfortable retirement, paying for a child's education, purchasing a second home or just saving a little more each month, we’ll present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your plan.

  • NEXT WE PUT YOUR FINANCIAL PLAN INTO ACTION.

    We will select the specific account types, investment products and services identified in the design stage and build your portfolio to best achieve your goals and priorities.

    We work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure the safe and fast transition of assets to your new account.

  • ONCE IMPLEMENTED, WE CONTINUALLY MONITOR THE PROGRESS OF YOUR FINANCIAL PLAN TO ENSURE IT KEEPS WORKING FOR YOU.

    Whether it’s a change in your life, such as marriage, divorce, a new job or home, or a change in the markets, your strategy may need fine tuning. So at each annual review, we’ll re-evaluate your plan and make necessary adjustments to keep you on track towards your long-term goals.