Personal Interview 

 

We begin each process by conducting a personal interview with YOU, and any others you may deem appropriate, to obtain the necessary full financial picture.

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Client Needs Assessment 

 

From our conversation, we will construct a detailed Goals Assessment Plan for each client to aid in the development of suitable Investment Strategy.  TOGETHER, we carefully evaluate your attitudes toward investing your financial and emotional risk tolerance, time horizon and return objectives. 

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Developing an Investment Plan 

 

After gathering this information, We will prepare a comprehensive analysis of your entire financial situation including strategies tied to asset allocation, tax management, and estate education issue.

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Presenting Your Plan 

 

We will review with you the details of your custom investment plan so that you can review and confirm its course of action, goals, and objectives.

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Executing Your Plan

 

With your approval, ideas, and suggestions the plan enters the execution phase.  This is a milestone achievement and one should take pride in.

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Monitoring Your Plan

 

Once your plan is in place, We will provide you with quarterly valuations of your portfolio, plus a complete tax summary, outlining every transaction, gain or loss and all income and dividends.  Formal, face to face reviews on a timetable that is suitable for your plan and comfort level.  We will also initiate contact with you to comment on or recommend refinements to your plan outside of the review process.