Our Financial Advising Process
Our Financial Advising Process
The Quantum Leap Process
We tailor our services to your needs. We take great pride in understanding your complete financial picture before making recommendations.
As an independent Registered Investment Advisor, we have a fiduciary responsibility to put your needs before ours.
Analyze
Our process begins with a simple conversation. What are your goals? What are your concerns? How do you currently make your financial decisions? Through this conversation, we’ll identify the strengths and weaknesses in your financial life.
Explain
In every financial decision, there are trade-offs, costs, and risks. We arm you with information and objectively help you weigh the pros and cons of each with your goals in mind. We’ll explain in understandable terms what you’re paying, and what you’re getting for it.
Recommend
Once we’ve helped you understand the choices you have to make, we offer guidance. Our recommendations are meant to increase the efficiency of your resources and your financial flexibility.
Review
Change is the only constant. Our service model is built on process, not transactions, and communication is key to maintaining forward momentum. We are always available to answer questions, but typically we do a check-in every three months to reassess and adjust the strategy as needed.
