Personalized Service And Comprehensive Guidance
We strive to learn more about your life goals, in addition to your wealth and financial circumstances. By understanding your objectives, both personally and financially, we’re able to work collaboratively as we construct your customized portfolio.
With a thorough planning process, you’ll feel confident in the development of a tax-efficient investment plan that is specifically designed to address your unique needs.
Our Process
Step 1: Discovery Meeting
As we listen carefully to understand your financial goals and motivations, we will begin to analyze your current situation to identify strengths and weaknesses. By discussing your risk tolerance, tax situation, liquidity needs, among other details, we’ll begin to assess your need for a comprehensive or cash flow plan.
Step 2: Gather Data
In order to determine your investment goals and objectives, we will collect any relevant data appropriate to your circumstances. You’ll be asked to organize your income, expenses, tax returns, investment statements, estate documents and life insurance policies to get started. In addition, we will ask you to complete a detailed investment questionnaire in order to make sure we understand your financial picture.
Step 3: Analyze and Evaluate
Analyzing data using sophisticated models and determining your financial probability of success is key to setting attainable expectations and investment objectives for you to strive for.
Step 4: Review, Finalize and Implement Plan
Together, we’ll put to work the strategies our team and professional partners have developed to support your individual aspirations and financial goals.
Step 5: Monitor and Update
Our team will periodically review your strategy and discuss any specific life changes that may guide upcoming investment plans. We’ll consult with you to make recommended adjustments and work together to ensure your plan remains on track.