Plan. Invest. Monitor.
The Doxa Process
We follow one process that every client can count on, whatever the situation or market environment. From our first conversation to your annual review, you’ll know exactly what to expect.
Contact us to get startedStep One
What is most important to you and your family?
Comprehensive financial planning? Investment management? Simplicity and cost? For most families it’s a mix, so we start with a simpler question: what concerns you most about your financial situation?
That conversation lets us focus on what matters most to you and your family, and makes it easy for both of us to decide whether we’re a good fit.
Step Two
We build your plan.
Once we understand your goals, we build a comprehensive plan to get you there — retirement, investments, tax efficiency, estate planning. Every angle of your financial life, considered together in one integrated picture. At our second meeting, we walk you through all of it.
Step Three
Open your account.
Your accounts are opened and custodied at Charles Schwab. The paperwork is fully electronic through DocuSign if you want it to be, and we make sure you’re set up with logins and online access from day one.
Step Four
We put the plan to work.
This is the part we love — transferring accounts, building your portfolio, putting every piece of the plan in motion. We handle the heavy lifting. There’s nothing for you to do but watch it come together.
Step Five
Review and repeat.
A plan is only as good as its upkeep. At your annual review, we update everything for what’s changed — new job, new house, new goals — and put those changes into action. And when life doesn’t wait for the calendar, neither do we.