Every process has a beginning, and in ours the beginning is you. That’s because our goal is to help you have a better idea of where you stand, where you’re going and how you’ll get there. In fact, the more engaged you are, the better and more detailed your plan will be. And throughout the process of building and implementing your plan, we’ll be here to help keep everything on track. Together, we can help you bring your vision into sharp focus so you can begin to prepare for it.
We’ll spend a lot of time upfront getting to know you through questionnaires and comfortable conversations. This will help us not only understand your specific goals, current financial situation, investment experience and risk tolerance, it will also help us build a connection with you. During this phase, we’ll discuss your values, key relationships, and other professional advisors you work with, as well as make you fully aware of our capabilities and services.
Once we have a full understanding of what you want to achieve and have gathered the data necessary to create a complete picture of your situation, we will design a plan tailored to your short- and long-term goals. Once all is complete, we will present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your plan.
This is where we put your financial plan into action. We will select specific account types, investment products and services identified in the design stage and build your portfolio to those specifications. This step often includes collaborating with your other professional advisors such as your accountant and attorney. We will also work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure a smooth transition of assets to your new account.
Once your plan is implemented, we will monitor the progress of your financial plan to ensure it keeps working for you. And this is where your involvement remains crucial. As your life changes – personally and professionally – we can discuss how the change impacts your financial plan, and how best to adjust it. This is where we’ll recommend – and make – any necessary adjustments to keep your plan moving forward.
While our planning process can be divided into four steps, it really is an ongoing endeavor that evolves all along the way. To learn more, we invite you to watch this informative video for more insight into our comprehensive process and how it can benefit you.
Rather than focus on investments alone, we take a thorough, 360-degree approach to wealth management and sound financial planning. I think of it as a ‘wellness approach’ that helps achieve a balance between money and life, and makes decisions so much easier.