How we do it.
Connect.
It all begins with a conversation. Let’s sit down, get acquainted, and understand your goals and concerns. We value long-lasting client relationships, so we want to make sure that the fit is mutual. This will also help determine what level of service may be right for you.
People move at different paces and we understand that. Whether you bring your supporting documents to this meeting, or we setup a second one, that’s ok. At some point, we’ll ask you to provide documents relating to the scope of our engagement. Examples might be investment statements, Social Security statements, tax returns, paystubs, pension projections, estate planning documents, etc.
Analyze.
Technological advancements have made financial planning tools and software programs infinitely better than they were a decade ago. We’ve embraced these advances and invested heavily in the latest and greatest tools available. The result is that we’ll do our homework and use technology to present easy-to-understand strategies and solutions.
Implement.
So you’ve decided to take some or all of our recommendations. Great! We’ll provide a clear path and assist in getting from point A to point B.
Review.
“Change is the only constant in life” —Heraclitus
Meeting—at least annually—helps ensure that your plan remains on track as life/goals/situations/markets change over time.