As an investment manager charged with shepherding a client’s assets through thick and thin, we think it’s important to continuously stress test our investment approach. Should we begin to incorporate…
Conversation: We meet with you to discuss your financial situation, your concerns, and your goals for the short and long term.
Data gathering: Working together, we gather all the documents and other information needed to create your financial blueprint, which we prepare for your approval.
Setting the foundation: After you approve the blueprint, we work on your financial plan, a comprehensive document addressing needs such as cash flow, retirement, estate planning, income replacement, education funding, insurance, major purchases, and asset allocations.
Recommendations and final walk-through: We meet to review the solutions outlined in your financial plan. Once we agree, we move on to the production phase.
Implementation: We take the preliminary steps, such as transferring your accounts and restructuring your portfolios, as we begin implementing the recommendations in your plan.
Ongoing inspection: We meet on a regular schedule to review your plan and update it as necessary to address changes in your life.