Discovery
We will begin our relationship with a meeting that gives us the opportunity to get to know you and to understand your unique goals, needs, and life situations. Successful long-term strategies begin with a holistic review of your entire financial life, including:
- Tax returns, prepared by your accountant
- Financial statements
- Current asset allocation
- Fees analysis
- Benchmarking
Planning
Our team of experts will create an overall plan designed to help you realize your long-term financial goals. In addition, we will identify and review potential strategic planning and investment options consistent with your risk-reward parameters. And we will adjust your plan in real time as circumstances change.
Execution
Your investment portfolio is ultimately based on the personalized strategic plan we create for you. We will work with you and your other advisors, where necessary, on the transition of your investment accounts.