Though every client is unique, our team uses a basic framework to help clients plan for and accomplish their goals. In the ever-changing financial landscape, our job is to equip clients with knowledge that promotes a deeper understanding of their wealth management. From there, clients can make decisions from an informed perspective – reflective of their financial feasibility with a future focus in mind.
1. Getting Acquainted
During our initial meeting, we talk with you about your life, career, aspirations and priorities. We gather an idea of your financial expectations so that we can tailor our approach to fulfill your wealth management needs.
2. Gaining Clarity
With the information we gained during step one, we’re now equipped to do an in-depth financial analysis. We take an inventory of your financial life. Then, utilizing our planning tools and software, we build your plan and map a financial course to your future.
3. Breathing Easy
At this point, we aim to have all of your preliminary questions answered. We’ll present you with a comprehensive wealth management plan known as a portfolio. We hope to leave you feeling more informed and in turn – more confident in your financial situation.
4. Moving Forward
We adapt your plan as necessary to keep it coordinated with your changing life. Our team will meet with you intermittently throughout the year to review your portfolio performance and discuss any adjustments. Our client service team is available weekdays from 8:00 am – 4:00 pm and will be happy to assist you with any service requests in between your financial reviews. Our financial advisors are subject to availability without an appointment but are accessible by request for call-in client questions.