The first step is a conversation to determine if we would work well together. If mutually agreeable, we dig deeper and learn about your financial and lifestyle goals. It is important to have a good rapport as we strive to make this a long-term relationship.
Next, we view all of your account statements, insurance policies, estate documents etc. Everything that will help us build a financial plan for you. We discuss your goals, timeline and evaluate your risk tolerance.
After we have a complete picture of your financial situation, we develop an investment selection tailored to you. We handle setting up the appropriate account(s) and transferring assets.
45-60 days from the account opening we will meet to review the account statements and answer any questions. Online access to accounts is available so you can view investments and set-up paperless statements if preferred.
You will be contacted regularly to review your investment accounts and to learn of any changes in your life. When appropriate, we work with your attorney, accountant and other financial professional to ensure a unified plan is in place.