We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process
- Identify your goals, values, dreams, concerns and challenges.
- Examine your financial situation, establish your risk profile, analyze your current holdings.
- Deliver our recommendations with a thoroughly defined action plan while explaining the financial resources we plan to utilize.
- Establish value and commitment.
- Execute action plan using agreed-upon investment strategies and appropriate funds.
COMMUNICATION & MONITORING
- Monitor and adjust your plan to account for life and goal changes.
- Consistent communication from us to include e-newsletters and invitations to various client events, both social and educational.
- Annual reviews (more often if requested).