A personalized planning process built around you
Investing and financial planning do not need to be complicated. We follow a consistent, highly personalized wealth management and financial planning process, focused on your goals and geared to building a clear strategy to help you achieve your objectives.
Our initial meeting is all about you, and to help us learn about your financial goals, potential obstacles, investment preferences and attitude toward risk. We’ll look at your financial documents and review your existing investments.
We’ll analyze what you’ve shared with us in order to design your plan. We’ll review your investment policy statement and present you with your personalized investment plan. We’ll discuss all of its details and outline the steps we need to take to implement your plan.
With your approval, we will implement the plan. We’ll send transfer forms and consolidate your assets, then phase in the investment, estate and financial planning recommendations.
We’ll monitor the progress of your investments and financial plan by conducting quarterly investment performance reporting and we will adjust the plan and investments as needed to keep you on track. We’ll work with your accountant to help with annual tax reporting, and communicate with you regularly regarding your investments, the markets and other relevant information. A key to this step is your involvement and communication of any significant changes in your life.