Getting To Know You
During the initial consultation we explore what concerns you may have and how we may be able to address those concerns. This is done by completing our Getting To Know You questionnaire, and by engaging in an active conversation with all parties in attendance. We also discuss our wealth management philosophy and process and together we determine if this is a good fit for you and our company.
Analysis & Review
The initial focus with our clients is to review and analyze all current investment accounts to ensure they adhere to your personal risk profile, are properly structured to work toward your goals, and address the needs of you and those who rely on you. For those who are interested in our in-depth service, we also review existing life insurance, disability and long-term care policies or needs. We also work with our clients to address proper estate planning documents and can either refer an Estate Planning Attorney.
Proposal & Implementation
After the analysis, we present a plan best suited for your needs. Since we’re independent we can provide custom tailored strategies using a variety of investment options that are suitable and not a mandate from a larger firm who have annual quotas.
Together we review the various recommendations to ensure it reflects your stated goals and objectives. Upon your acceptance we make it official and implement the strategy.
Throughout the year we stay connected with you to evaluate life events, discuss changes and track progress with you so that we are aware of any adjustments that need to be made.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss.