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Our Process

Phase I: Discovery

This is our initial visit where simply get to know one another. Our primary focus is to learn what your specific needs are for the future and what you want your investment capital to do for you. We’ll also discuss our planning process so you’ll be comfortable knowing exactly what to expect in future visits.

Phase II: Diagnosis

In this phase we “stress test” your current financial position against the risks of lifetime income shortfalls, market fluctuation, reverse dollar cost averaging and the effects of long term care spend down. We also show you a clear picture of how your current scenario looks through the lens of our 5 Basket Plan.

Phase III: Design

After being retained by you, we begin the process of creating your personalized 5 Basket Plan. In this phase we will work hand in hand with you to ensure that our design meets your specific needs for long-term financial success.

Phase IV: Delivery

This is the implementation phase for your custom fit 5 Basket Plan. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Once your individual 5 Basket Plan is in place, we monitor the accounts therein on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting markets require a different investing approach, we are quick to make adjustments in order to insure your 5 Basket Plan stays on track.