How We Do It: Investment Advisory and Financial Services
Client-Centered Impact Investing
A picture is worth a thousand words... as the saying goes, and we agree!
Step 1
Discovery Phase:
Understanding Your Unique Situation
The first step is to get to know you, your current financial holding and priorities. We’ll use a tool called ‘The Discovery Interview’ to help streamline the collection of high-level data and understand any concerns that you may have.
Have a conversation and uncover opportunities. Once we learn about your unique situation and goals, we’ll build your custom Asset-Map and visualize your complete financial picture. Reviewing your Asset-Map together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies needing attention to elevate your financial condition.
Step 2
Implementation Phase:
Your Personalized Path
Based on your goals and what the Asset-Map reveals, we can make key decisions together, take action, resolve problems, and ultimately plan a better path for your future. Because we can review your Asset-Map at every interaction, we will be part of the evolution of your financial picture.