Tailoring a financial plan specifically to you
When it comes to financial planning, there is only one person that matters: You. Let’s build a financial plan that puts you at the center of it, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. While our planning process can be divided into four steps, it really is an ongoing endeavor that evolves as your life does.
We begin by learning all we can about you. As we listen, we hear about what’s important to you in life, the goals you want to accomplish and your thoughts about investing. It’s all information that will help us truly personalize a financial plan to you.
Next, we will analyze what you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Once your plan is implemented, we will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. A key to this step is your involvement and communication of any significant changes in your life.