No matter where you are in your financial life, we’re here to thoroughly help you at every step. Our priority is to guide you toward the vision you have and support any needs that arise along the way. No matter if you’re starting to build your wealth, preparing for retirement, or beyond, we can offer the strategies and guidance that can help make your goals a reality.
To support you, we use the following four-step process:
1. Understand You the Investor and the Individual
Knowing who you are and the values you care about is essential for our relationship. We’ll begin your financial journey by discussing your current lifestyle, your previous advisory experience, and your comfort level for taking risks to pursue your goals. We also want to know how well you and our team relate to one other. Having an interactive, honest relationship with you is important to us.
Here, we’ll support you with:
• Having an initial discovery meeting
• Reviewing your current statements and financial documents
• Discussing your goals, needs, and priorities
• Building financial profiles around your goals and objectives
2. Create your financial roadmap.
Every family we work with is different, so we tailor every strategy we recommend to your specific desires. Using technology to guide us, we’ll build your financial plan. We’ll also consult with your other professional advisors — such as CPAs and attorneys — as needed. And we’re always available to listen to you and answer any questions you may have.
Here, we’ll support you with:
• Analyzing and diagnosing your risk levels and overall financial health
• Providing disciplined, goals-based planning
• Creating thorough investment plans and consulting on your strategies
• Planning for your retirement and guiding you during retirement
• Creating your estate investment strategies
• Advising how to fund your child or grandchild’s education
3. Begin Your Journey
Upon your approval, we’ll put your financial plan in place and keep you informed of your progress. During this time, we’re observing and assessing how well your portfolio tracks your goals. And because your life and the markets inevitably evolve, we’ll rebalance your strategies along the way, as needed.
Here, we’ll support you with:
• Assessing your portfolio against your goals and risk number
• Creating investment strategies that meet your goals and may help reduce taxes
• Designing cash management and income solutions that reflect your goals
• Analyzing your insurance needs for proper life, disability, and long-term care coverage
4. Communicate Proactively
We believe timely information helps clients make wiser decisions. So, we communicate your portfolio progress and our analysis with you throughout our relationship. Further, we respect how each client prefers to communicate with us and respect your valuable time. Together, we’ll identify how you want us to contact you and how frequently you want to hear from us with account and financial updates.
Here, we’ll support you by:
• Monitoring your portfolio’s progress
• Providing any necessary plan updates and opportunities that directly impact your financial goals
• Offering timely insight on the markets and your portfolio
• Addressing any of your thoughts or questions that might arise
At every step, we’ll thoughtfully guide you and proactively communicate. With our team behind you, you can find clarity for the financial road ahead — and arrive at your desired destination.