THE GROUNDWORK for a strong relationship
Through the years, we have refined a process for working with you that combines personal attention and professional principles to create a customized strategy.
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A solid relationship is never rushed. During this initial phase, we will discuss your values, key relationships, and other professional advisors you work with, as well as make you fully aware of our capabilities and services. It’s also a time for both parties to assess whether the relationship is a good fit.
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Taking all we have learned about you and your family, we will design a plan tailored to your short- and long-term goals. This is a unique, dynamic plan open to review and alterations as life changes. We will present our recommendations and alternatives for your approval.
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Once you have approved your plan, the next step is to implement it. We take care of all the paperwork, which you can sign electronically for your convenience and comfort.
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This step includes conducting reviews scheduled at your desired frequency, adjusting your portfolio as your life and goals change. Through open communication and review meetings, we keep everyone on the same page.
