Investment management and financial planning focused on you
While every client is different, here is a brief overview of the steps you can expect when you work with us.
Our Process
Introductory Phone Call
Introductory Phone Call
We schedule an introductory phone conversation to review the primary questions you have and the type of advice and services you are seeking. This ensures we are well prepared for our first meeting and allows us to pull in tax or legal resources, as necessary.
Initial Financial Consultation
Initial Financial Consultation
Initial meeting to review your financial situation and goals. The intent is to provide you feedback related to your goals and to determine if we are a good mutual fit. By the end of the meeting we will provide you a quote based on the complexity of your situation and scope of work.
Strategy Discussion
Strategy Discussion
A detailed discussion related to your personal and financial goals. Moreover, we collect in depth financial data that we use to complete a comprehensive financial plan. We will begin to educate you on potential options, discuss applicable strategies and identify key issues.
Advice Review
Advice Review
We provide detailed, actionable advice based on the analytical work we have completed. We review the results of the comprehensive plan, discuss how you are tracking relative to your stated goals and outline steps you should take to address gaps or be more efficient.
Monitoring & Ongoing Evaluation
Monitoring & Ongoing Evaluation
Planning is an ongoing partnership and active discussion about your financial situation. In addition, details and circumstances regularly change. We meet on an ongoing basis to assess your situation and monitor critical aspects of your plan, such as asset allocation or tax strategy.
