When we first meet, we’ll discuss any previous experience with financial advisors and work to alleviate any anxieties you have about discussing your finances. We’ll answer any questions and decide if we’re a good fit to work together. If we agree we are, we’ll explain exactly what that means moving forward, including fully explaining costs and any other requirements or expectations.
Our Process
We Get to Know You to Help You Achieve Your Goals.
Conduct the Life That You Want.
Working with us starts by building our understanding of your goals. Whether we like it or not, money is an important factor in many parts of our life. Our job is to be there, listen, and help you conduct your life according to your goals, circumstances, and needs.
1Get to Know You.
2Building a Plan.
Then we will build a very well-defined financial plan that includes immediate and long-term goals, as long-term goals will help define the investment strategy. We will work closely with you to refine the plan before implementation.
3Monitoring, Managing and Communications.
Once your plan is in place, we will manage your assets accordingly based on your current situation and life and market changes. Communication will be a critical element of our collaboration, as we will need to explain when markets change and you will need to communicate to us when your circumstances change. We like keeping the lines of communication open, but how and how frequently we communicate will be dictated by your preferences. We require one face-to-face meeting annually but prefer more frequent communications.
4Financial Consulting.
We aim to be a trusted advisor and financial partner, committed to serving you for as long as you need us.