Your needs are unique; your questions are unique. That’s why your financial plan is customized to address your specific needs.

 

STEPS For Comprehensive Financial Planning With Investment Management (optional)
#1
INITIAL CONSULTATION
We’ll learn about you and your unique needs. You’ll learn about us and what we offer. If it’s mutually a good fit, we’ll take steps to move forward. We’ll explain the details of our Investment Management offer.
#2
DISCOVERY
We’ll dig into the details of your specific circumstances and discuss your long-term financial goals and priorities. We’ll also talk about what concerns you have and what keeps you up at night. We’ll discuss your goals and expectations around investments and assess your risk tolerance.
#3
ANALYSIS & PLAN CREATION
We’ll analyze the details of your circumstances and create a detailed financial plan that includes our findings and recommended next steps. We’ll develop an investment policy statement and portfolio recommendations.
#4
FINANCIAL PLAN PRESENTATION
We’ll meet to review your base plan. This will include specific recommended actions to address your most critical planning needs; less urgent items will be added to your planning calendar. We’ll review your portfolio recommendations.
#5
IMPLEMENTATION & MONITORING
We’ll then move forward with implementing and tracking recommended next steps. Assets will be transferred, and your investment strategy will be implemented.
#6
ONGOING ADVICE
As your circumstances change, we’ll partner with you to make sure you stay on track. Together we’ll review your portfolio after one full quarter of being invested; then annually (at least), and as requested by you.