A detailed process guides our actions
We take a collaborative and comprehensive planning approach to identify and prioritize your goals and tailor a plan you can use to confidently pursue the future you envision. Our structured process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline each step.
Our process begins with a discussion about you, your goals and the many things you may be passionate about. We will ask about your investing experience and learn about your expectations for returns, your comfort with risk and your current portfolio. Most important, we will listen.
Based on what we learn about you and your goals, we will conduct a thorough analysis of the current financial markets – the opportunities and the headwinds. This step may include collaborating with your other professional advisors such as your accountant and attorney.
After surveying the financial climate and your available options, we will design a custom financial plan and present you with our recommendations. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Moving forward, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We will also depend on you to tell us about changes in your life that may require changes in your plan in order to stay on track toward your goals.