Our Process

Together we can help you design, build and manage a comprehensive, long-term plan that reflects what is most important to you and your family

Our 360 Process is designed to uncover what is most important to you personally and financially in order to put together the best possible long-term plan.

We do this through a thoughtful and consultative three-step approach:

1.  Assess:  Understand and clarify your financial goals and priorities — and assess your true expectations and deepest concerns surrounding your financial life

2.  Build:  Use academic research and financial science to build an investment plan that aims to give you the highest probability of moving toward your goals

3.  Manage:  Provide discipline, perspective, and guidance to help you stay focused on the long-term and tracking toward your most cherished life goals