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Our Process

A first-hand look into what you can expect when you work with us.

How We Do It

The moment you set foot in our office, there’s energy and enthusiasm in the atmosphere, beginning with our firm’s tiniest member, Reilly, wagging his tail as he comes to greet you. When it’s time to get down to business, all points of strategy are brought into play.

Our multi-disciplined team of investment consultants and financial advisors meet to zero in and collaborate on your unique objectives. If you choose to become one of our clients, you will find that the initial level of care and attention you receive in the beginning will remain throughout your partnership with us. 


The BWC Approach

Phase 1

While the journey is important, it’s always a good idea to begin with the end goal in mind. So, for our first meeting, we’ll discuss the things you’re hoping to accomplish, as well as what your expectations are for our relationship. Throughout this conversation, we’ll provide you with some initial information about our services and the value we could bring you.

Phase 2

After we get to know one another, we’ll dig deeper into your financial life to identify the areas that offer the most opportunity for growth and improvement. During the discovery process, we’ll begin compiling some initial ideas for your financial plan based on the information you’ve provided us. We’ll take a holistic look at your life to determine the optimal next steps for you to achieve your goals.

Phase 3

Once we have discussed all aspects of your finances, we’ll design a hand-crafted financial plan that’s customized according to your unique needs, goals, values and priorities. Upon the presentation of this plan, we’ll walk you through — step by step — each recommendation so you have a full understanding of our strategy. From there, we’ll begin the implementation process. 


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