Let’s build a plan together
When it comes to financial planning, there is one person that matters most – you. That’s why our approach to planning puts you front and center. The steps we follow are designed to take you from where you are today to where you want to be tomorrow. Here’s how we’ll go about it.
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1
Initial Call
Our goal here is to learn about you and your family and gain a good understanding of your current situation and future goals. It’s also an opportunity to see if we’re a good fit for one another.
2
Planning &Portfolio Discussion
We’ll have a more detailed conversation about your needs, goals, risk tolerance, time frame and any financial concerns. This will enable us to personalize a plan and investment recommendations for you.
3
Account Opening & Portfolio Implementation
Once you’re comfortable with the financial plan and investment strategy, we will move forward and diligently manage every detail of opening your accounts and building out your portfolio.
4
Ongoing Support & Advice
We’ll assist and guide you on all decisions as your life evolves and milestones approach – then adapt your plan and portfolio accordingly. We’ll be with you through it all as your faithful financial partner.
