WHAT TO EXPECT
IT'S ABOUT BUILDING RELATIONSHIPS
From the first conversation we want to understand who our clients are and what's most important to them. We believe that wealth management is more than providing advice about your money. It's about standing alongside you, treating you as a human being not a sales quota or faceless name. It's about gaining your trust and knowing that we are always working for you and with you, not around you. It's about building successful relationships through consistent communication and active listening. As a boutique firm that is committed to 100 households or less, we have the opportunity to really understand and know our clients unlike big firms or rob-advisors.
ORGANIZE & ENGAGE
Before our first meeting you will complete a Discovery Questionnaire. The purpose of the questionnaire is to get to know you, determine your comfortable risk level, and define your unique goals and objectives. We will review your questionnaire, and listen as you tell us about yourself, your family, and what you want to achieve both short-term and long-term. Your story is unique and it is our goal to create a plan that reflects just that.
ANALYZE & DESIGN
We will analyze and consider all aspects of your current situation to determine what you need to achieve your goals. We will design a plan that is unique to you that will include: Risk Management, Lifestyle Planning, Tax Management, and Legacy Planning. Our financial plans address what most clients want to know "Will I have more money coming in than going out?"
IMPLEMENT & REVIEW
We will implement a momentum style or fact-based strategy to manage your investments. We are tactical in our approach, we do not simply "buy and hold". We continually analyze the charts and fundamentals of the overall markets to make the best recommendations for your financial plan. Communication is essential in developing trust and we will schedule phone calls, meetings and lunches to ensure that your plan is always in line with your goals.