Our Process
Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The Harmony FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
The Harmony FORMula focuses on the three D's.
Discover
- What do you want to accomplish?
- What is essential to you?
Design
- How will we get you there?
- What services are the best fit for you?
Deploy
- Financial and legacy planning
- Product and risk assessment and fit
- Ongoing continuous service
- Building a lasting relationship
