Our Wealth Management Process To ensure we understand our clients’ needs at all times, we follow a disciplined four-step process that provides the pathway to helping clients achieve their goals. Discovering Together, we define your needs, wants and wishes and determine your risk profile. Refining We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed. Creating We build a practical, actionable, and holistic plan to help you reach your financial objectives. Implementing We identify specific investments that align with and support your strategy.