The process we use is designed to create comprehensive, customized strategies to your financial challenges.
Step 1: Understanding your goals
Before we make any recommendations, we will spend time with you to find out more about what you want from your financial plan. We’ll talk about your life goals and when you would like to achieve them, then clarify investment objectives, risk preferences, tax considerations, family concerns and philanthropic objectives.
Step 2: Recommendations
We’ll present a detailed analysis of your current situation, along with recommendations for action, alternatives and strategies.
Step 3: Implementation
With your approval, we’ll begin executing the strategies we’ve agreed on in Step 2.
Step 4: Ongoing monitoring
We continually monitor your investments and strategies, looking for changes in performance, risk characteristics, investment style and investment management organizations. We meet with you once a quarter to review results, and are always available to talk to you about your concerns and answer questions.