THE BEST WAY TO BEGIN is by knowing you well
So how do we go about personalizing a financial plan designed to help you meet your goals? Our in-depth discovery process begins by getting to know you in order to understand who and what are important to you. Here is an outline of the steps we’ll follow.
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Understand
First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance.
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Design
Next, we will analyze what you’ve shared with us in order to design your plan. We present our recommendations, answer your questions and outline the steps to implement your plan. We always want to be independent and transparent with the recommendations we make.
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Implement
With your approval, we will take steps to implement your plan, including the selection of specific investments and the handling of all paperwork.
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Manage
We will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed.
