First, we’ll get to know you so we can determine the areas of improvement that matter most to you. Then, we’ll discuss your investment personality, such as your preferred risk tolerance, to establish a benchmark for our strategy. All of this information will then serve as the foundation for our relationship moving forward.
Next, we’ll conduct a stress test on your portfolio and take a look at your most recent statements. In order to ensure our investment recommendations align with your current needs and goals, we’ll craft a financial plan that accommodates a variety of factors specific to you, your family and your career.
The foundation of our investment management services, your new investment strategy will be selected according to your unique needs, goals, risk tolerance and more. We’ll then combine our years of experience with our insight into the markets to select a strategy tailored to your individual financial situation.
Communication & Monitoring
After we’ve begun implementing your plan, we’ll stay in touch via phone calls, emails and in-person meetings. Throughout this process, we’ll remain transparent with you about your progress and objectives. You’ll also receive access to our client portals so you can continue to monitor your finances.