The first step in our process is a collaborative discovery and education
Before we can offer you our financial or investment advice we must first understand the “complete picture”. Clients are welcome and may desire to include all relevant family members in the discovery meeting(s). The complexity of your financial puzzle may require working closely with your CPA, attorney and other trusted advisors as well.
- Discovery Meeting
- Analyze risk and research investment options
- Present risk management solutions and investment options
- Implement investment strategies
- Quarterly performance review
Your plan will be easy to follow; goals will be achievable and realistic.
Once the client has approved the advisor recommended investments, we work to deploy capital opportunistically. Client portfolio performance is reviewed quarterly; however more frequent reporting is available on request and at no additional charge.