Why knowing you well is the best way to proceed
Our team has a well-defined process for personalizing a financial plan that fits your life and then investing your assets in a manner that supports the goals you have, your stage in life and your appetite for risk.
It all begins by getting to know you. First, we have an introductory meeting with you to learn all we can about you. Once we craft a recommended financial plan, we then like to have a second meeting to follow up with you to go over the details of the plan and our rationale for developing it.
Often, our new and prospective clients are surprised that we would want to spend so much time getting to know them before giving them investment recommendations. We simply couldn’t imagine telling you what investments you should own without knowing your personal situation. To us, this initial investment in time can pay dividends in the long term.