Our Process

Terri Jackson meets with clientsDiscover

  • What are your financial goals?
  • What is your time horizon?
  • What is your tolerance for risk?
  • Do you have any specific tax considerations?


  • Investment portfolio recommendations
  • Customized asset allocation strategies
  • Wealth management services
  • Diversification
  • Debt reduction strategies
  • Cash flow efficiency
  • Protecting the balance sheet

Stephen Austin meets with clientsImplement

  • Account openings
  • Product purchases
  • Funding


  • Quarterly performance reports
  • Ongoing due diligence of investment managers
  • Periodic reviews
  • Investment newsletters
  • Portfolio rebalancing
  • Analysis of progress towards goals