Where does our global thinking start? With you.
We believe the first step to building a truly international investment portfolio or a globally minded financial plan is always the same: get to know the person behind it. By taking the time to understand your particular circumstances, your goals for yourself and for your family, and your unique experience with investing and the markets, our team is able to provide our broad expertise precisely as you need it.
From our very first meeting, we will begin building a complete picture of who you are and what you hope to accomplish. And with that picture in mind, we will go about the work of designing your distinct plan and portfolio, and providing support tailored to where and how you live.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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We begin by getting acquainted. Through initial meetings, personal interviews and in-depth questionnaires, we'll build the foundation of our relationship and gather all the information we need to begin formulating your financial plan.
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After a thorough analysis of the information you've provided, our team will work together – and with your other professional advisors where necessary – to develop a plan and portfolio designed to suit your individual needs and achieve your unique goals.
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Once we've presented our recommendations and you've approved them, we will make any necessary refinements and then put your plan to work. From selecting the specific investments that will be included in your portfolio to taking care of paperwork, we'll handle everything.
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As the world's markets and circumstances change, some aspects of your own life will surely do the same. We will review the progress of your plan relative to your defined objectives and suggest any changes where needed.
