Getting to know our clients is essential for providing the best financial advice.
Here is our process:
1. Listen
Meet with you and understand your financial situation, needs, and goals.
2. Create a plan
With your help, we create a comprehensive financial plan to work towards achieving your goals, and so that you have a complete picture of your resources to achieve them.
3. Choose an investment approach
Select a risk tolerance for each account that is appropriate for your circumstances and comfort level. This dictates your allocation to aggressive and defensive assets.
4. Execute
Implement the plan.
5. Monitor and Manage
Managing wealth is an ongoing, iterative process. We reassess our client’s circumstances as needed, particularly when major life events occur. We watch the markets closely and adjust to them as needed. We pride ourselves on being client focused, and highly responsive. We are always there to connect.