It Starts with You.
Our process begins with getting to know you and your goals and priorities. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, but it can also reduce the damage disability, critical illness, or other sudden losses of income may have.
Our first meeting is intended to give you some insight into who we are, our investment philosophy, and how we may be able to help. It is also an opportunity for you to introduce us to your family, values, and the reason you are considering working with us. We believe that choosing a financial advisor is an interview in both directions. We strive to choose clients we are excited to work with for their life and the next generation. We hope you do the same! It can be difficult to make a change, so we want you to feel great about the service and value we provide.
After the first meeting, we will discuss the scope of work you would like to get started with. For some, this is comprehensive planning and investment management with a focus on risk management. For others, a couple hours of specific planning advice about a major decision is the only initial priority. Together, we will find the right fit.
So what are the steps?
1. Introductory Meeting
In our first meeting, we look forward to getting to know you and introducing ourselves. We’ll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be. We will work with you to define the scope of service you value and lay out the plan for next steps.
3. Implementation
We will work through the next steps together during one or multiple meetings to implement the plan. We will deliver an easy to follow road map that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.
