A team committed to building confidence in each step
To instill a sense of confidence in where you’re headed in life, it helps to have a comprehensive road map for the path ahead. We’ve developed a four-step process for financial planning that results in an all-encompassing plan for your wealth.
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Here we invest time in listening to your story and building a thorough understanding of your personal goals, financial situation, investment experience and risk tolerance. This also enables us to build rapport and explain the ways we can help you meet your objectives.
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Next, we use the details you’ve shared with us to design your comprehensive financial plan. This step may include collaborating with your other professional advisors such as your accountant and attorney. We then present our recommendations to you.
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When you are comfortable with your plan, 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, and the handling of all necessary paperwork.
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We will review the progress of your plan regularly and suggest any tweaks where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We take an intentional approach to maintaining a close connection with you, so we are in step with your life.
