A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
So what are the steps?
1) Introductory Meeting and Exploration
This is the first part of establishing a fruitful partnership. We want to know who you are and we want you to know who we are, so be prepared! In this phase we will identify your financial goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and what are expectations are for you. We want to know if there are any investments that you dislike or are opposed to holding. Lastly, we will determine together whether an ongoing partnership is the right fit. This meeting should take about an hour.
2) Detailed Planning
Now it is time to set you up with a plan to help you meet your goals. Based on the prior discussions, we will recommend an investment plan that will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.
3) Ongoing Aid and Advice
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.