OUR PROCESS

OUR PROCESS

Imagine, if you will, spending the weekend at your favorite get away.  If you're in Southern California, potentially you imagine a weekend on Catalina Island.  That is your goal and you are determined to get there.  You can even envision a sunset stroll along Avalon's promenade; fresh ocean air, a good dinner and a nice hotel.  Yes, you can envision it; you are determined and it is real to you.  Yet, how do you get there? Do you enjoy a leisurely sunset sail on the schooner or do you hop aboard the ferry instead?  Decisions.  The schooner it is!  Unfortunately, on your day of departure there are headwinds.  Since you cannot sail into the wind you must take the ferry instead.  You might have hoped for the schooner but you chose the appropriate vessel; the ferry in this case.  You have adjusted your plans, choosing the right vessel to get you there.  Because you know what harbor you are setting for you will certainly make it and you will enjoy your weekend in Avalon.  You have arrived!  

Let us help you "redefine" your financial goals or tell us what your goals might be - your "harbor" - if you will.  Once clearly identified we will work backwards from there.  Potentially it might be something as simple as a laying out a basic cashflow plan or something more complex like constructing and rebalancing an appropriate investment portfolio or even building a solid plan that will guarantee income you cannot outlive.  With your "harbor" in mind, we will help you to clearly identify the most appropriate vehicle and chart what may be the most effective course to arriving at your “harbor” sooner and with less risk. 

Because getting you to where you want to be is our goal, our mission, we have not achieved our goal until you have achieved yours.  Your success is truly our success.  We look forward to working alongside you. The next step is yours...