We follow a three-step process that helps us thoroughly understand your needs and goals, while giving you the opportunity to get to know us and how we work. We’re there for you anytime you need us to answer your questions and provide the support and information you require to make decisions. We believe communication is the key to a long-term, positive relationship.
Step 1. We sit down with you to gather your pertinent financial information and discuss your life goals, as well as how you want your money to work to reach those goals. We consider this a critical step in the process because the better we know you, the better we can provide personalized service to you.
Step 2. We do a thorough review of our initial conversation with you and begin to assemble a plan. At this point, we utilize our sophisticated financial planning software to help us identify the investments that match your personal investment style while getting you to your financial goals as quickly and efficiently as possible.
Step 3. We meet with you again, this time to present a full report of your portfolio assets and goals. We give you our recommendations and work with you to develop a detailed plan of action, with prioritized goals and a list of tasks required to reach those goals. Afterward, we will discuss your expectations for our relationship moving forward, including frequency of future meetings and other contacts.
Note that during steps 1 and 2, you are under no obligation to do business with us. These are complimentary activities that help us provide you with a thorough, personalized investment analysis and plan. It is only during step 3 that, should you choose to do so, you will contract with us to provide investment services.