In order for us to develop a financial strategy that best serves your needs, we request the opportunity to meet with you and discuss your financial goals.
During our discussion, we will ask about your investment history, risk tolerance, and your current and future financial needs. Obtaining this information allows us to help you formulate an investment path.
Defining these items is crucial to our relationship, so we will revisit these goals periodically via a series of checks and balances. Some specific steps in our relationship building process are:
Discovery>> An in-depth discovery process allows us to understand and define your objectives while we learn more about “you”, the client.
Strategy>> We will create a plan that helps you manage risk and keep your portfolio in line with your goals. You will complete a risk evaluation survey that will assist us in determining the right product allocation for your financial needs.
Review>> We will meet periodically to discuss your portfolio to determine if any adjustments need to take place due to any changes in your investment circumstances.
Evaluation>> We monitor and evaluate performance on an on-going basis and communicate these results relative to your determined financial goals.