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Working with Us

 

chairsondockINITIAL CONSULTATION

  • Our first meeting is complimentary and designed for you to learn about us, what services we offer, and whether or not we are the right fit for your financial needs. 
  • This meeting also gives us time to learn about you, your financial circumstances, goals, concerns, and what you are looking for from an advisory team.

GATHERING DATA, INCLUDING GOALS

  • We will ask for information about your financial situation during the meeting and through a questionnaire we send home with you.
  • During this time, we will mutually define your personal and financial goals, understand your time frame for results and discuss how you feel about risk through the results of a risk profile.
  • We will ask you to provide all the necessary documents, before giving you the advice that you are seeking.

ANALYZE and EVALUATE

  • Once we have received all necessary data from you, we will analyze your current situation and provide you with a financial plan, along with our recommendations, which will give you the best chance of reaching your goals.
  • We will go over the recommendations with you to help you understand them, so that you can make informed decisions.
  • We will also listen to your concerns and revise the recommendations as appropriate.

PORTFOLIO REVIEW

  • In conjunction with your financial plan, we will create a personalized investment portfolio based on your stated financial goals, time horizon, and risk tolerance. 

IMPLEMENT and MONITOR

  • In most instances, you will be responsible for carrying out any recommendations; however we may offer assistance when needed.
  • In most cases, we will be responsible for monitoring your progress towards your goals. 
  • We recommend an annual review to update all relevant data and to discuss any significant changes in personal goals or circumstances.  

After our first year together, the process of ongoing meetings and reviews continue throughout the years, as we address all areas of your financial situation and make any adjustments as your life and/or economic conditions dictate. 

Get To Know Us

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us Today