Our Process

Although financial markets are mind-bendingly complex and the whole industry landscape can shift dramatically between the opening and closing bells on any given day, our process is simple.

Here’s what you can expect when you begin working with us:

Let's Talk

We start with a simple phone call or email to Anthony Belvedere, our Client Specialist. He will answer any preliminary questions you might have, and then, if it seems like we’d be a good fit, he will schedule a phone conversation with the member of our team whose experience and specializations align most closely with your goals.

We Discover

Before the scheduled meeting, you’ll need to fill out and send back our Confidential Financial Questionnaire. We require this form because we want to learn two things: your data and your story. The numbers are crucial for obvious reasons, but every number has a story behind it. And those stories are what will shape the strategy we’ll present to you.

We Plan

Next, we take all the information you provide, do the research, and then build out your custom financial strategy.

We Meet

We sit down with you and go over our recommendations in detail. This custom strategy will take all the information you’ve provided and, combined with our in-depth research, will serve as the game plan moving forward if you choose to partner with us.

Let's Go!

If it’s a good fit for both of us, here’s where the real fun begins! Our team will implement your custom financial strategy and monitor it going forward. We’ll establish a regular process for our ongoing status updates and review meetings. And if you need us between those scheduled updates? We’re just a phone call or email away and we promise to get back to you within one business day.