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Our Process

We understand that our Investment Advisory clients are looking for a wealth management solution that is both thoughtful in its approach and clear in its message.  That is why we summarize our process using our Four Square Method ®, each step delivered and tailored to your specific needs in a consistent and thorough fashion to provide you a clarity of purpose and a vision to fulfill your life aspirations.

Four Square Method™

❑ PLANNINGWe use the cutting-edge technology of eMoney to help you organize, prioritize, and build your financial plan – all within a single tool. In addition, we provide each new client with a leather bound 3-ring Personal Financial Organizer (PFO), which becomes the hub of our relationship, as it bonds and organizes your most valuable financial documents together in one place (financial plan, estate documents, key contacts, etc.). The more technology creeps into our lives, the more having a tangible record of key documents in a centralized location matters to your piece of mind.

❑ WEALTH MANAGEMENT We manage your portfolio consistent with your investment goals and in accordance to our written Investment Philosophy and Investment Policy Statement; all tied together with your unique financial plan.

❑ BEHAVIORAL FINANCEReal wealth in a portfolio is not driven solely by investment “performance”, rather it is determined by the investor’s behavior. Our most valuable function as advisors is guiding clients past the “Big Financial Mistakes” in all their manifestations, which is why we offer on-going behavioral advice.

❑ LEGACYWe plan for the unexpected today to avoid the costly mistakes of tomorrow.

We believe Smart & Steady wins the race in life and your portfolio. To that end, we look forward to the opportunity of working with you side-by-side to create the blueprint to a strong financial foundation. Our entire team looks forward to the journey ahead. Feel free to reach out to any of our team members with any questions you have. We are here to help you every step of the way.

We invite you to explore our website, subscribe to our email list and to follow us on our Blog, Facebook, LinkedIn and YouTube where we periodically share videos and articles that aren’t always directed to you through email.

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