Knowing you well is the best way to proceed
We can’t wait to meet you, but what we already know is this: Everyone is unique in their goals, needs, concerns, family dynamics and financial scenario. Knowing you well is what will ultimately enable us to truly customize a financial plan and investment portfolio for you. Here is how we’ll go about it.
As with any new relationship, introductions are always in order. We’d like to know who and what is important in your life. And we’d like you to know all about us – and what we can do for you.
Get to know you
We’ll begin by listening to your goals, learning about your family and looking at your current financial situation. The better we know you and what you want to accomplish, the more we can help.
Plan and consult
We’ll create a plan with recommendations tailored specifically for you. We’ll consider different investment options and coordinate with your CPA and attorney, when appropriate.
Once we put your plan into action, we’ll manage its progress on an ongoing basis to ensure it remains aligned with your goals, personal circumstances, the stages of your life and the financial market.