Everything in its place
Your wealth plan is meant to serve you, so we believe it should reflect the unique qualities of your life and goals. How does that come together? We follow a rigorous wealth planning process using both quantitative and qualitative methods – considering both the numbers and your circumstances – and keep your greater objectives in constant focus.
Our five-point wealth management process
1
Fit Assessment
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.
2
Strategy Session
Soon we will begin organizing the varied tools of finance designed to best serve your goals and style. We will discuss your present position, timelines, special circumstances and tolerance for risk. We will also look at topics like risk management, philanthropy and estate planning.
3
Plan Presentation
In the interim, we will continue mapping the specific details of your financial plan. When we present it, we will take you step-by-step, showing you optional paths and decision-points along the way. Here we work to earn your complete buy-in, helping you understand each facet of your plan.
4
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.
5
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.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
