Step 1. Getting to know you
During our initial conversation, we uncover the details of your financial life and discuss your long-term and short-term goals, priorities, and the investment strategies you already have in place. We share information about our team, investment approach, planning philosophy and our process.
Step 2. Creating your plan
Employing our sophisticated planning techniques, we create your investment strategy. We’ll also coordinate wealth management strategies that consider your life and retirement goals, assets, liabilities, cash-flow requirements, levels of acceptable investment risk, and asset allocation strategies. Because your wealth management plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.
Step 3. Implementing your plan
When you have reviewed your plan and are ready to proceed, we will complete the paperwork, account applications, asset titling and asset transfers. We prudently implement your investment strategies, keep you apprised of the progress, and provide reporting, investment statements, and online access to view your accounts.
Step 4. Measuring progress
As your needs, priorities, and goals evolve, we will revisit your plan and make appropriate adjustments. Our personal approach, timely communication and high level of client service means we are here for you and can talk through any necessary adjustments to your strategies.