When we work with you to build your personalized financial plan, we’ll follow an orderly process to get to know you personally, professionally and financially. In doing so, we will identify your goals and assess your current financial situation in order to make suitable recommendations. Importantly, you’ll be provided with ample opportunities to learn along the way.
When complete, your personalized financial plan will help ensure rational analysis and carefully defined goals are the basis for investment decisions rather than short-sighted reactions to the market. It will also help clarify and demystify the investment approach we take to help you feel confident in the decisions we’ll help you make as you pursue your goals for the future.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
We have developed a customized process to help our clients get from “point A to point B”.
This process consists of 3 stages and instead each stage there are 3 steps we take.
It all starts with the Assessment stage. This is our initial discovery process where we figure out where you are today, what your goals are and what is getting in the way.
The 2nd stage is the Implementation stage. At this point we have gained agreement on working together and from here we will discuss in depth what level of risk you are willing to take, what changes we should make with your investments and finances and what does our future roadmap look like.
The last stage is sometimes over looked in the planning process, but it can be the most important. This is the Monitor stage. Here, we will discuss how often we should talk, what to do if you have questions and how we keep you on course.
Each one of these steps and stages is completely unique and different for each client. However, because we do not deviate from this process our client are ensured a repeatable and consistent approach.