Helping our clients make wise financial decisions so they reach their personal goals.
Working To Help You
You will not be asked to fill out a lengthy questionnaire prior to our first meeting. We will have a personal conversation discussing the various aspects of where you are now and where you want to be in the future. In this discovery phase I want to understand who you are as a person as well as an investor. What are your goals in life, what is important to you. Your financial plan will be created based on this information. As time passes and we talk on a regular basis, should things in your life change, your plan will be modified accordingly to keep you on track.
Understanding what you value in life helps us develop a plan that motivates you, as well as guides the process of making financial decisions now and in the future.
We provide feedback and develop your plan based on your financial information and our Discovery discussion. The plan includes your stated goals and the strategies we believe you should consider.
Our implementation process is designed to address any questions you may have and confirm what you believe the priorities should be. We explain next steps and our follow-up process, as well as introduce additional members of our team.
We ensure that you have access to the information you need to keep track of your progress.
We meet with you on a regular basis to discuss any changes in your life, wealth-planning issues that should be addressed, as well as your progress toward your goals.