Put simply, we help our clients by stewarding the assets that have been entrusted to them. We treat each client as an individual with unique financial needs, helping them plan for life’s eventualities. They know they have someone they can trust on their side, who understands their entire financial life and can help manage the complexities that come along with it. As their needs evolve, we monitor, manage and adapt their investments according to those needs.
The Client Experience
We jokingly refer to our client acquisition strategy as “aggressively waiting for the phone to ring.” Most of our new clients come by way of introductions from our current clients. To ensure that our current clients continue to experience a superior level of service, we have chosen to only take on a select number of additional clients whom we believe to be fit for our practice. We passionately believe that a strong rapport between our clients and us is essential to an enjoyable client experience.
When onboarding new clients, we typically meet with them three times and then establish a service schedule going forward.
Stage 1: “Is It a Fit?” Meeting
- Discuss your goals and objectives
- Describe what makes us different from others in our industry
- Discuss our investment process
- Discuss how I am compensated
- Outline the process for moving forward
Stage 2: “Gather the Data” Meeting
- Discuss your perspective on risk and your liquidity needs
- Gather all documents and statements to complete your personal financial profile and investment proposal, including:
- Recent statements from your current investments.
- All insurance policies, including life, disability and long-term care
- Tax returns from the previous two years
- Most recent copies of your estate planning documents, including your will and trust(s)
Stage 3: “Where Do We Go From Here?” Meeting
- Investment plan proposal
- Agree on implementation of the investment management strategy
- Sign new account documents. Your fees will be in writing within the advisory contract
- Outline your service schedule for the coming year
When it comes to our clients’ financial well-being, there is no substitute for a carefully considered, disciplined approach. We invite you to contact us to learn more.
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