We always start with the end in mind. Every client relationship is based on the foundation of a thorough understanding of you and your financial goals, as well as a commitment to ensure you have clarity and confidence in all matters related to your financial future.
To that end, we design a holistic strategic wealth management plan based on a comprehensive understanding of you and your needs. Using our discovery process we will uncover a wide array of topics that will be utilized to help design your investment strategy. Some of the topics we will explore together include:
- What matters most to you?
- What do we need to consider in regards to education, special needs, or legacy planning?
- How does your investment experience influence your expectations?
- What do you want or need your money to do for you short-term and long-term?
- How do your personal values impact your investment decisions?
Armed with this information, we begin to craft your customized investment strategy using sound investment principles of risk and reward. Together we will review the recommendations and make adjustments as needed. This is an ongoing process that will be revisited at least annually — or as your personal situation dictates a need — to ensure you are on track to achieve your goals.