We begin by getting to know each other. During this time, we discuss your personal and financial goals as well as your current financial picture.
Identify and Select Goals
Once we're well acquainted, our team dives more deeply into identifying your personal values, beliefs and financial vision. We'll discover what's most important to you and how we prioritize how to get you there.
We begin gathering data and analyzing your financial situation. By developing a clear picture of your specific needs, assets, liabilities and risk tolerance both our advisors and you, the client, have the greatest chance of success.
Using sophisticated modeling tools, we run various optimization programs to best address your needs now and those you may have in the future.
Based on the conversations we've had with you, we design and present to you a comprehensive financial strategy.
After receiving your approval, we then put to work the strategies our team and professional partners have designed to support your unique aspirations and financial goals.
Throughout the year, we review your strategy to confirm it is on track to achieve its intended outcome. We meet with you, as well, to hear of any changes in your life so we might make recommended adjustments to keep your plan on track. The plan is a living, breathing document created for your success.
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer-term?