We help you reach your goals using our Life Compass process
Life is a journey. Together, we create a customized road map to clarify where you want to go and how to get there. Our job is to ensure you stay on track toward your financial and non-financial goals, and the Life Compass helps us know we’re moving in the right direction.
DISCOVERY Where Do You Want to Go?
As a first step in your financial journey, we get to know you and help you clarify what you want your money to do for you.
PLANNING How Will You Get There?
Next, we analyze your financial resources and develop the strategies and tactics needed to achieve your goals.
IMPLEMENTATION Making It Happen
We hand craft your portfolio based on our business ownership investing approach. We implement agreed-upon strategies and tactics, coordinating with other experts as required.
MONITORING & REPORTING Charting Your Progress
Throughout the process we report on your progress and act as your “hand on the tiller” to ensure you stay on track to achieve your goals