As your financial resource, we are committed to helping you accomplish your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short and long-term goals, we will work together to create a customized financial plan. In order to accomplish this, we will take you through the planning process, which is designed to help us determine how to best address your financial goals and dreams.
DISCOVER
What are your hopes and dreams?
What are your financial concerns?
Do you have a high or low tolerance for risk?
Do you have any specific tax considerations?
What is your time horizon?
RECOMMEND
Customized asset allocation
Investment portfolio construction
Income strategies
Asset preservation strategies
REVIEW
Annual plan review (minimum)
Measure progress towards goals
Incorporate life changes
Adjust strategies as necessary
Ongoing due diligence of portfolios
IMPLEMENT
Implementation schedule
Account establishment and funding
Introduction to account access
Develop benchmarks
