Our process begins with a discovery meeting so that we can mutually decide if we are a good fit to work together.
Going forward, the next step is the development of a comprehensive financial plan that addresses all areas of risk, liability, and solvency.
This plan is designed to be understandable and actionable. The goal is for you to have a high degree of confidence in your big picture goals and the path to get you there.
All of your questions and concerns are addressed in your plan.
Once a plan has been agreed upon and you have complete confidence in your overall plan, we will then address specific areas of concern and will develop an investment plan, insurance plan , taxation strategy , etc. to support your overall goals.
Finally, and importantly, we design a client service plan to suit your needs and preferences. We want to have contact with you at the frequency you desire and in the manner you prefer.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
- Financial implications of divorce