Just like a gemologist gathers and studies stones in their raw forms in the wild, we gather the raw data and information of your financial life. We discover your goals, habits, risk tolerance, and other important factors. Through this, we really get to know you so that we can best plan a strategy for managing your wealth and aim to create a difference in your life.
After a stone is taken from its raw form, it is cut, sanded, and tumbled to transform it into a unique shape. Every stone varies greatly, and so does each situation. We take the pieces of your financial puzzle and hone them to fit together into the best way possible. Gradually, a multifaceted plan is tailored to fit your needs so that you can spend less time thinking about finances and enjoy your life.
Once the shape is determined, a stone is polished until gleaming. In this step of our process, your plan has its shape and now must be implemented. We work with you and behind the scenes to ensure that everything is put into action.
Now the stone must be preserved so that it doesn’t sustain damage through the years and your portfolio is the same. Your financial plan may change throughout the years, so we make sure we stay up to date with your life changes by monitoring your accounts, meeting with you for strategy sessions, and striving to communicate timely material.
*Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. An ongoing management fee is charged to investors who are invested in these portfolios. Investors should note that the deductions of fees will impact overall account returns.