In addition to our extraordinary client relationships, our process sets us apart from other wealth management firms.
Our team begins by reviewing your confidential client data sheet to gather information about your financial picture and works with you to establish your goals and objectives. We will use this information to develop a candid snapshot of your current situation for use in identifying any opportunities, issues, or problems.
Once we have a good understanding of your situation and your goals, we will design and propose our custom financial plan to you, tailored to meet your unique situation and needs. Once we are satisfied that the financial plan meets all of your goals and objectives, we will work hand-in-hand with you to implement the financial strategy. Finally, we will conduct quarterly/semi-annual/annual reviews with you to review the plan and your goals, adapt to changes in tax law or new products, and update our strategies accordingly. We make ourselves readily available for any changes to our client’s financial situations, and are always available for advice or to assist with anything they may need.