Our C.O.U.R.S.E. Process
How We Chart Your C.O.U.R.S.E.
Towards the Life You want to Lead
CONNECT with our financial planning team.
At the meeting, we will identify your goals, discuss our services and proprietary tools, and review our compensation. Everyone has a unique set of financial needs and concerns and our customized approach allows us to help our clients make well-informed decisions.
ORGANIZE your current financial landscape collaboratively.
Welcome to the family! As a new client, you are on your way to reaching your goals of long-term financial security and independence! But first, we need to get everything organized so we have a strong foundation to build on.
UNCOVER your biggest opportunities and threats.
You will have a personalized financial plan designed just for you that considers all aspects of your financial life. A good plan is dynamic, not static. It will optimize your path to financial independence across a broad spectrum of potential outcomes.
REFINE the plan and take actionable steps toward the future.
We operate at the intersection of psychology and investment management, often known as behavioral wealth management. Through the development of your personal financial plan, we will identify and match your risk tolerance to your risk capacity in order to customize and manage a portfolio that matches your goals.
SUPPORT your achievement of financial milestones and making prudent decisions.
We will hold quarterly, semi-annual, or annual review meetings to proactively assess your financial resources relative to your goals. We recognize that a financial plan is a process and that it is important to review with you any changes needed along the way to maintain your desired direction and timetable.
EMPOWER you with measurable results.
Our tracking system is the compass keeping you on course. We will walk with you through each stage of your financial journey, from celebrating with you as we discuss the budget for your daughter's wedding to coordinating an advanced care plan for your in-laws.
