200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

Our Process

Our 4-Step Process

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Our onboarding process is a vital part of ensuring we understand your current situation as well as opportunities and challenges. We begin the process by getting to know you. First, we are in the relationship business and nothing can replace face-to-face conversations. We develop a strong understanding of your goals, priorities, values and financial situation and risk tolerance through a detailed conversation and discussion. We talk about your vision for the future and work to define your specific goals and objectives.

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Step 2: THE PLAN

Once we understand your personal and financial situation, our in-house team of specialists gets to work on a plan, collaborating on innovative solutions and preparing detailed recommendations addressing your comprehensive needs.

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Step 3: REVIEW

We meet again to review your plan and your team is available to answer your questions, discuss various alternatives and outline the steps needed to implement your wealth plan. We work closely with you to complete the necessary paperwork and ensure the seamless transition of your assets.

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Step 4: Discretionary Investment Management and Ongoing Plan Monitoring

Our process continues with regular monitoring of the progress of your plan in meeting your goals and objectives. We communicate regularly to stay in touch about changes in your life and financial circumstances, making any necessary adjustments to keep your plan moving in sync with your changing life.