Our Process

Dealing with finances can be stressful, but you’ll find we provide a calm consistency and a steady hand. We use logic, experience, and proven processes in creating plans for you.

Our discovery process helps us form a detailed picture of your financial situation, needs, and goals, while giving you insights into how we will work and communicate with you. In 14 days, we will be ready to present your customized investment proposal and discuss how you will move forward as a 4th Quarter client.

After that, we’ll execute your investment strategy and start building out a holistic wealth management plan, from retirement to charitable giving to your estate. At six weeks we’ll meet to review your first statements, and will schedule regular follow-ups where we will explain every step, answer all your questions, and make sure you are informed of everything we do.