Our Approach
We believe your financial story is based around three principles. Knowing the journey ahead of you, Protecting your wealth, and Growing your money.
We focus on your personal story and guide you in getting there.
KNOWING
If you wanted to vacation in Hawaii you wouldn't just blindly head west. You would plan out your path, estimate your time of arrival, pack the appropriate clothes, etc. Your financial future is no different, but a lot longer and more complex. That is why knowing and understanding that journey is the first and most important step.
Your Journey
Developing a route towards your goal is where your journey starts. We guide you in creating that route and monitor the process to make sure you stay on track.
Investments
The investment world is very complex. Choosing the right investments is similar to choosing the right vehicle to get you to your destination. We help select the best investments that fit you and your journey.
Education
In our minds, just supplying a route and a vehicle is not enough to provide a comfortable journey. The education portion is knowing what to expect along the way and understanding the ups and downs that will come up.
PROTECTING
On your journey there will be many obstacles and risks, these come up naturally and no matter what you do these are part of it. The goal is to be prepared for these and protect against them where you can.
Your Journey
There is inherent risk in everything we do, especially when you embark on a long journey. Large problems along the way can set you back pretty far, we aim to minimize those risks and keep you on the path as much as possible.
Investments
Just like every mode of transportation has a risk, you must weigh all variables in choosing how to get somewhere. Not much can go wrong in walking but it may take forever to get there. Driving a Ferrari to your destination might get you there the fastest but it's expensive and if it breaks down there could be many delays in getting it fixed.
Education
Understanding and making these risks known is the best form of protection. This is your journey and the better you understand the risks the easier it will be to be comfortable on the ride there.
GROWING
Once the route is planned and you have taken into consideration the risks you have set the base and you can now grow. The distance you travel is the growth, the rate at which you cover that distance is what fits your goals and your comfort level.
Your Journey
Once the plans are laid and you are comfortable, this is where we come in and do most of the heavy lifting. This way you can sit back and enjoy the journey and monitor your progression.
Investments
The investment growth should fit within the plan and the protection you have laid out. If together we have determined the best mode of transportation for your journey is a car, we go out and find the best car that fits you.
Education
You will be the one driving to the location, but we will always be there to guide and assist you on your journey. We will educate you on your vehicle along the way and if there is an issue we will be there to help you fix it. We will help you get there as fast as possible within this vehicle.