Our Process


The first step in our relationship with clients is to learn everything possible about your financial AND personal situation along with your goals and objectives. We discuss your comfort level with risk and the timeframe in which you wish to achieve your goals.


We then analyze the information you’ve given us and develop a plan that we believe gives you the best opportunity to successfully reach your investment goals. We then meet with you in order to:

  • Explain our recommendations
  • Listen to your feedback
  • Explain potential adjustments due to changing conditions


Once an investment management client signs off on our recommendations, implementation begins.


With our recommendations implemented, we transition into continual monitoring of your portfolio’s progress. We maintain the flexibility to make adjustments as needed, based on factors such as:

  • Changes in your personal situation
  • Market and economic trends
  • Performance of particular holdings

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (806) 224-5488
  • E-Mail:
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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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