Like a traditional architect who imagines, designs and supervises the construction of buildings, a financial architect designs, implements and monitors an investment plan. The plan we co-create will be flexible, effective, and strong, based on your individual needs and aspirations.
We provide a clear step-by-step process to guide you along this wealth-building process:
identify goals and aspirations
First and foremost, we listen to you, your needs, values and concerns when it comes to your money and how you would like it to work for you, your family and your future.
design a strategy
We help you define and prioritize both your short term goals (like saving for next year’s vacation or creating an emergency fund), your long term goals (like planning for retirement or creating a legacy for your heirs) and collaboratively set a realistic, actionable strategy.
make a blueprint
We create a simple, readable, written investment policy with clear and specific action steps. This plan will serve as a roadmap that can be referred to when making key financial decisions and when markets are volatile. This is perhaps the most important tool we can use together to ensure you stay focused on your goals for creating financial well-being.
choose the right team
Your financial life is likely increasingly complicated. We can work with your team of specialists to provide a holistic approach to your financial well-being: tax professionals, estate planning attorneys, insurance providers, and others.
implement and build
The plan is in place, and the foundation is ready, but the courage and commitment to start and complete building upon your intentions is crucial. Some investors get caught up in “analysis-paralysis” or lack courage to implement a strategy or rebalance a portfolio. We are in this together and we’ll ensure that action is taken and the doing gets done.
monitor and adjust
Successful investing is not a one-time, set-it-and-forget-it activity. It’s a process and requires attention, adjustment and commitment. Life happens, new goals appear and old goals change. Your investment plan and roadmap adapts to your life; we review it together at least annually and tweak as needed. We will monitor your investments, take care of the details, keep an eye on the big picture, and will be with you every step of the way!