When you work with us, we follow a flexible process to provide the best experience possible. Our first meeting is an introduction where we seek to understand your financial situation. The next step is analysis and fact finding. Your current assets, risk tolerance, and time horizon are taken into account as we articulate your dreams into actionable goals.
All of our discussions and recommendations are gathered into a financial plan – a living document designed to achieve your goals through investment recommendations and lifestyle suggestions. After your review and approval, the financial plan is put in place, and investments are bought and/or sold dependent on the plan’s recommendations. Your plan will be a valuable tool throughout our entire relationship, and monitored regularly for market changes or changes in your personal situation.
We coordinate with your lawyer, accountant, and other professionals to ensure everything is in sync with your planning needs. Your financial plan may include strategies in the following areas:
- Wealth accumulation
- Investment management
- Tax-advantaged investing
- Retirement income
- Estate planning
- Legacy planning
- Insurance and annuities
- Education funding
- Recommendations on your 401(k) or other qualified plan