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Principled Wealth Management Firm
Our Process

We create the roadmap, monitor your plan, and manage your assets.

You follow the plan, and pursue your life goals and aspirations.

THE PROCESS:

Introductory Client-Advisor "FIT" Meeting

Introductory meeting to learn more and mutually assess the fit between your needs and aspirations and our process, philosophy, and services.

Deeper Conversation and Fact Finding

In the next step, we progress to learning everything possible about your financial situation to more efficiently and successfully serve all facets of your financial life goals. 

Analysis & Solution Development

When appropriate, depending on your distinct situation, your advisor, often in collaboration with your attorney and accountant, will develop a personalized, comprehensive plan aligned with your needs, values, and goals. If you simply need more effective management of a piece of the puzzle, such as asset management, that will be addressed in detail.

Sharing Ideas, Possibilities, and Strategies

We present our analysis and recommendations to you for review and feedback. This is when the magic can happen. Our goal is to provide highly personalized, sophisticated ideas, some of which clients may never have seen before.

Taking Action: Plan Implementation

We implement your plan, collaborating with your accountant and attorney as needed. The lines of communication are always open. Our highest priority is the level of attention and service you receive, not just at the beginning of the relationship, but forever as a valued client.

Ongoing Measurement & Communication

Your strategic plan and assets are monitored and adjusted as needed by your advisor and support team. We communicate with you regularly. Our team knows your name and needs, and staff members with specialties can serve you at anytime depending on the situation.

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