Our process for personalizing your plan
Our holistic approach includes a wealth management consultative process to help ensure that we address all aspects and issues encompassing your financial life. This structured process enables us to learn about you personally, professionally and financially. We assess your current financial picture, formulate recommendations and explain our strategic approach for moving forward.
To fully address your needs, we often collaborate with professional advisors in other disciplines, including CPAs, attorneys, insurance specialists and others working on your behalf. We oversee and coordinate this collaboration so all elements can come together seamlessly within the cohesive wealth management plan we develop for you.
Your plan will serve as both a road map and a checklist throughout our relationship. The plan is a "living" document that changes over time as your personal life and financial needs evolve.
