We have an opportunity to learn about you and your family, understand your current financial situation, and your goals and concerns. You get to learn about us, our comprehensive approach,investment philosophy, and how we are compensated, and ultimately,we’ll determine if we are a good fit for each other.
Via the analysis, we’ll identify areas in your financial situation that can be improved, identify potential risks in your investment portfolio, and develop options to strengthen your financial picture and strategies for portfolio management.
Upon agreeing to work together, we formalize our agreement and implement the plan.
This step involves review meetings in-person or via phone on a frequent basis to account for changes in your financial picture and to keep you informed on your progress.
