Open Discussion
The open discussion meeting usually lasts 45 minutes. We take this time to learn about all things that are important to the client including their family, occupation, and recreational aspirations. We help our clients define their personal and financial goals, understand their timeframe for results, and their comfort with risk. It is our goal to fully understand our client's goals and objectives.
Assessment
Once the Open Discussion is complete, we come together as a team to collectively assess all of the information. We create a written investment plan alongside a set of investment recommendations to help achieve the client’s goals and objectives. This step of the process includes such areas as analyzing assets, liabilities, cash flow, risk management, current investments and strategies related to tax issues.
Knowledge
During the knowledge meeting we walk through the comprehensive investment plan and investment recommendations. All recommendations are presented to the client for review and approval. These recommendations address each client's individual goals and objectives. Extra care is taken to help ensure that each client thoroughly understands the recommendations and alternatives so they can make informed decisions.