Keeping you on track
to meet your goals
Through a combination of innovative financial planning software and face-to-face meetings, our team uncovers what’s most important to you before proposing recommendations. We believe in open access to our team, and strive to initiate and maintain strong client relationships by connecting often whether by a quick call with a market update, emails during tax season or quarterly meetings at our office.
Becoming A Client framework:
Becoming A Client begins with a discussion. We listen closely as we ask about your investing experience in order to learn about your expectations for returns, comfort with risk and current portfolio.
Based on what we learn about you and your goals, we conduct a thorough analysis of the current financial markets – opportunities and headwinds.
After surveying the financial climate and your available options, we design a customized investment portfolio, present you with our recommendations and, with your approval, invest.
We will review the progress of your plan relative to your defined objectives and suggest any changes where needed. This could also mean coordinating with your other professionals to help ensure all of your needs are addressed.
