We realize that financial issues can be sensitive, that planning for the future can be daunting and that each person's attitude toward risk is different. That is why we assess your situation with empathy and the utmost care.
The investment planning process begins at what we call the Discovery Meeting, where we focus on "what is important about money to you?" Our objective is to understand your personal goals, feelings, value, current financial situation and interests. Ultimately, our mutual objective is to make sure we are a 'good fit' to ensure a successful relationship.
Using the information you share with us, we will develop a customized plan that helps us arrive at solutions intended to assist you in reaching your goals. This step may involve collaboration with other specialists as well as working in concert with your existing advisors. Ultimately, we will build a comprehensive strategy that is focused on you and your finances.
With the 'heavy lifting' done, we will implement your customized strategy. This involves the selection of specific investment vehicles best suited for your portfolio strategy. Your strategy will be predicated on the core investing principles of diversification* and the critical importance of managing risk.
*Diversification does not ensure a profit or guarantee against a loss.
Once we construct a portfolio suited to your needs, goals, investment horizon and risk attitude, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process of communication of any significant changes in your life. We provide ongoing reporting of your account activity and set up a review schedule that is agreeable to you.
