A consistent approach to pursuing your goals
Our thorough process helps us understand your goals and develop recommendations designed to help fit your needs. The comprehensive nature of the steps we take during your first 90 days with our practice sets the tone for a strong, lasting relationship. The real value of this process is to create and maintain a comprehensive financial plan that is distinctly yours and in sync with your life.
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We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you pursue your objectives.
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Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and making sure they cohesively fit together without any gaps or disparities. This may include collaborating with your other professional advisors, such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services as well as the handling of all necessary paperwork.
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Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We purposely maintain a close connection with you so we are in step with your life and aware of any changes that may warrant a revision to your plan.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.