What You can Expect from Us
We believe process brings objectivity to a subjective world.
Introductory Meeting
- In-person, phone or online: time for us to learn about each other.
- Identify your goals, values, dreams, special concerns/challenges.
Determine Fit
- Shortly after our introductory meeting, we each determine if we want take the next steps.
- If yes, move forward with detailed data gathering.
Discovery
- In-depth conversation to understand your current circumstances, values and goals.
- Identify financial priorities. Retirement, income, saving and spending.
- Review current statements and discuss risk tolerance, time horizon and liquidity needs.
- Begin your tailored wealth management process.
Strategy Recommendations
- Review proposed investment strategy and initial plan.
- Upon agreement, open new accounts and transfer in assets.
- Implement investment strategy.
New Client Welcome
- Review first statements.
- Confirm online account access.
- Communication preferences
- Address any additional questions.
Manage Comprehensive Wealth Plan
- Examine full-balance sheet
- Tax-efficiency planning
- Trust and estate planning strategies
- Risk and legacy management
- Comprehensive investment solutions
- Special Needs and Elder Care planning
- Business succession strategies
- Philanthropy discussion