It All Starts With Getting to Know You
As fiduciaries, we are dedicated to listening to you and gaining an understanding of your needs, both financially and personally. Only by listening can we properly help you answer the question: “Am I okay?” We look forward to establishing mutual trust, which is fundamental to our relationship and fulfills our role as a true fiduciary advisor.
Once we have a clear understanding of your goals, your time frame and your willingness and ability to take on risk in pursuit of those objectives, we can create a customized plan specifically for you. This becomes a mutually agreed upon roadmap that defines your strategy and helps measure our success on your behalf.
Our Client-Focused Process
Step 1: Listen
We’ll begin by getting to know one another and discussing your unique personal and financial interests, as well as your current financial picture and the scope of our services.
Step 2: Recommend
Once we’re better acquainted, our team will take a deeper dive into identifying your values and financial vision. By discovering what’s important to you, we can help build a clear roadmap of how to get there. Our advisors will take into account the details we’ve addressed as we design and propose a financial strategy that works for you.
Step 3: Implement
At this time, we’ll put to work the strategies our team and professional partners have carefully designed to support your unique aspirations and financial goals. We will also conduct an initial review and determine an ongoing meeting schedule.
Step 4: Adjust & Advise
Because financial planning is an ongoing process that involves communication, we want to remain up to date with changes and transitions in your life that may affect your plan. Periodically, we’ll review your strategy and consult with you to implement recommended adjustments.
Maintaining a Lasting Relationship
Whether you are starting to plan for retirement or you are seeking advice on investing and transferring wealth, our team is here to help. We look forward to learning more about your financial dreams and charting the path to make them a reality.