Our Process and Commitment
Our ultimate goal is to understand our clients’ financial lives, goals and objectives. As a result, we have developed a process that we believe will allow us not only to gain a greater perspective on who you are but furthermore, on how are we going to help you achieve your personal goals.
We begin by having an initial call and/or in person meeting. This gives all of us (clients included) the opportunity to learn and ask questions about what is going to be most important as we develop our plan. Next, we will do a complimentary analysis of your investment portfolio to make sure that your holdings are in line with your investment objectives and risk tolerance. Finally, we use our experience and expertise to develop a customized investment and financial plan that will be reviewed and analyzed on an annual basis with quarterly update calls.
Trust and communication are the foundation of any successful relationship. Our purpose is to help you gain a greater understanding of where you are today and how we can help you get to, and through, retirement. We thank you in advance for your consideration of our advisory services and look forward to getting to work for you and your family!