Your financial plan – crafted with care
Your financial plan – crafted with care
To get a true sense of your personal and financial goals, we start with a discussion. First we’ll talk about your experience with managing money, your comfort with investing and your current financial situation. We’ll also make you aware of the capabilities and services we offer.
Then we analyze what you’ve shared with us and outline how to help you achieve your goals based on a thorough analysis of current financial markets. Once you’re comfortable with and approve your plan, the next step is to implement it. This involves the selection of account types, investment products and optional services, and the handling of all paperwork.
We’ll check in regularly to help make sure that we’re on the right track to building your financial legacy and that what we agreed upon still serves you and your particular needs. These check-ins, scheduled to fit your lifestyle, offer a chance to review any big changes in your personal or financial situation since we last met. If these changes mean that we need to make adjustments in your investment plan, we do so.
We are always available to answer questions, offer guidance in financial decision-making and address any concerns you have about your financial path. We’re just a phone call or office visit away.
