1. What We Do
  2. /Our Process

Our Process

The Benjamin Franklin Bridge in Philadelphia Pennsylvania
 
Your financial needs change throughout your life. Your financial worth should support your lifestyle—whether it's more time with family, more travel, or a nest egg to help you achieve that transition from career to retirement.
Every stage of life presents different financial opportunities and challenges. Add to that your own personal desire for growth and your tolerance for risk, and you begin to understand how we go about developing your personal financial plan.
Our work always starts with listening. We need to understand your real needs, concerns, and desires at every stage of life. And it's important to us that you become an educated consumer, understanding our recommendations and why we are thinking a certain investment would best serve you.
Financial consultant reviews investments with a couple
 

STEP ONE: GETTING TO KNOW YOU

- Contact Our Advising Team to Schedule a Meeting

- Understand Your Background

- Meet and Discuss Your Goals

Overhead view of people in a meeting
 

STEP TWO: CRAFTING YOUR PLAN

- We Analyze Your Goals and Personal Information

- Bring Details to Our Research and Planning Teams

- Build a Personalized Plan Using an Independent Investment Approach

 

Business people meeting
 

STEP THREE: EDUCATE

- Deliver YOUR Plan

- Educate You About Each Step

- Empower Through Knowledge

 

Man checking his iPhone with coffee and laptop
 

STEP FOUR: IMPLEMENT

- Putting Your Plan Into Action

- Monitor Execution of Each Step

- Ensure Operational Effectiveness

 

Female advisor meeting with a client
 

STEP FIVE: PROFESSIONAL COHESION

- Work Along with Your Other Professional Relationships

- Accountants, Attorneys, etc.

- Idenitify Areas of Potential Issue Before They Happen

 

Family watching fireworks together
 

STEP SIX: MAINTAIN

- Regular Review Meetings

- Goals, Observations, and Recommendations

- Update Your Plan Accordingly