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Our Process

Envision® and the Investment Consulting Process
We want to give you the opportunity to live your life in the best way possible, without undue compromise to your current or future lifestyle, and without taking unnecessary investment risk. Combining goal-based guidance with sophisticated statistical modeling, we use Envision to bring new clarity to your life goals and to enhance your confidence in achieving them.

Understanding Your Goals
Gaining a clear understanding of your life goals is the first step. We will take the time to get to know you, your priorities, preferences and values. Once we have defined your personal financial goals, we can begin to develop your custom-tailored investment plan.
Developing a Plan
We will work with you to create a customized plan to help you achieve your goals. This plan will take into consideration your investment objectives, time horizon, risk tolerance and income needs.
Implementing Strategies
Once your plan is established, we will make specific investment recommendations, as well as coordinate them with other professional advisors, as needed. Together, we will select from a broad array of suitable investments and services and implement the strategies that are most appropriate for your situation.
Evaluating Progress
Throughout our relationship, we will communicate with you regularly to assess your progress. This ongoing evaluation helps us make sure that your needs and expectations are being met. Adjustments will be made as necessary to address your evolving goals and objectives.
Unlike financial planning, Envision does not include a detailed analysis of insurance, real estate investment or savings strategies. It also does not cover estate and tax planning.