Following a step-by-step process, we carefully evaluate every aspect of your current circumstances and future goals so that we can coordinate all the parts of your unique financial life, and design a plan to help you live it fully.
We start by getting to know your entire situation – listening to your thoughts on your family, your career, your current financial circumstances and your ultimate financial goals. We then begin to help define your priorities, identify your investment timeline, and assess risk and return expectations.
Once we’ve built a solid understanding of your life, we’ll start planning for your financial future. Drawing on both our industry knowledge and the relationship we’ve built with you, we’ll structure investment recommendations and asset allocation strategies designed to meet your many goals.
*Asset allocation does not ensure a profit or protect against a loss.
Next, we’ll present our recommendations, walking you through the proposed plan to ensure that you understand and agree with our choices. Using your feedback, we’ll make any necessary adjustments and, with your approval, begin the process of investing your portfolio.
Our process continues through implementation and beyond. By continually monitoring your portfolio and communicating with you through phone calls and quarterly meetings, we’ll keep you informed of your investment progress, adapt your portfolio to movements in the market, and adjust your plan to account for new goals and developments in your life.
