introduction meeting
Our client relationships are long-lasting, candid and close, qualities we believe are critical to providing personalized financial management. In this first stage, we start to get to you know, your goals and the things you value. Likewise, you will assess us, determining if a partnership is your right path forward.
Strategy session
This is where you will provide all financial documents requested and we discuss risk tolerance, current savings, and timelines for the goals you have set. Our strategy session will give us a better understanding of what motivates you and how we can accomplish your goals through the financial planning process.
Plan presentation
Our team will work together to map out a plan that meets your goals through retirement, estate, and investment strategies. When we present it, we will take you step-by-step, showing you optional paths and decision-points along the way, allowing you complete authority in making changes to the plan.
implementation
We put your plan to work. Using your financial plan as our checklist, we open accounts, make trades, and secure special-purpose services in a flurry of well-orchestrated activity and document signing.
Ongoing Updates
The market changes, so we regularly fine tune your advisory plan to help keep your goals in sight. But life also changes, and so may your priorities. We aim to design your financial plan to be finely constructed, but flexible. By staying connected and communicative, we can help you adjust your plan to unexpected turns.