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How We Work

Initial Meeting

We would like to learn what has brought you to our office and what you are looking for in a financial advisory relationship. You will be provided with an overview of our investment philosophy, advising process, as well as a full description of our fee schedule for services. Prior to this meeting we provide a list of critical information required for you to bring. This will be helpful for our analysis to accurately understand your current financial picture. While getting to know one another we want to learn about your personal and financial goals. This helps us understand what is important to you and what your priorities are.

Creating Your Personal Plan

Once we have a detailed understanding of your financial picture and have discussed your personal goals, then we will use our financial planning software to analyze your data, keeping in mind your priorities. During this step we will work hard to identify cash flow inefficiencies, develop effective tax management strategies, and look for ways to enhance and diversify your investment portfolio. In addition to investments, by taking a holistic view, other recommendations may be prepared.

Action Plan Meeting

Research presented to you in clear, easy to understand terms with specific, actionable recommendations to help achieve your personal and financial goals. At this time, we will also answer any questions you may have, then work together to develop a plan of action to help you pursue your financial goals.

Review Meeting

At your first Review Meeting, we will help you complete any necessary account paperwork and take care of any loose ends. Going forward, Review Meetings will be scheduled in order to track your goal progress, monitor your plan, and update your plan as necessary to navigate life's changes.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (713) 690-7210