We strive to exceed your expectations every day.
From your first meeting, you will quickly experience what you have been hoping to find. While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.
"It’s not just service, it’s personal - where each relationship matters"
6-step Financial Strategy Process
STEP 1: Establishing and defining the client-advisor relationship
Initial “meet and greet” to determine if there is a mutual “fit”. Lasting, meaningful long term relationships are built on open and honest communication, trust and mutual respect. We will share our disciplined investment approach and stringent monitoring process so you will know exactly how your money may be put to work. We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client.
STEP 2: Gathering client data and determining goals and expectations
We develop a snapshot of your current situation; determine where you want to get to and what might be getting in your way. We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.
STEP 3: Analyzing and evaluating the client's financial status
We analyze the information to assess your current situation to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives
Formalizing our working relationship, we will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.
STEP 5: Implementing the financial strategy recommendations
We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.