During our initial meetings, we will take the time to get to know you, your individual circumstances, and your goals for a sound financial future. We’ll review your risk tolerance, your balance sheet, cash flow and overall financial objectives. Together, we will construct an accurate and detailed financial picture that will serve as the foundation for the planning process.
Analysis
After we get to know you and the objectives that you wish to achieve, we’ll analyze your situation and devise a plan that will best suit your needs.
Presentation
We’ll meet with you to discuss our recommended course of action. You are an important part of the planning process and your input is always welcomed. You will have the opportunity to comment on the plan and ask questions. We will make any necessary adjustments to the proposal, if needed.
Implementation
Once we’ve agreed on a course of action that will best maximize your chances of success, while remaining in line with your risk tolerance and objectives, we will set the plan in motion.
Review
We are committed to a life-long relationship with our clients. We will periodically review your plan with you to ensure that you are on track to achieving your overall financial objectives. Life is ever changing, and we want to make sure that your plan changes with you.