Introduction: When we meet you, we want to learn about you. What is your vision for the future? What are your questions and concerns about getting there? We also want you to learn about us. Who are we and how can we add value to your life?
Discovery: We believe that an accurate awareness of your current financial situation is essential to getting where you want to be so this is the main focus in the discovery phase of our process. To ensure an accurate picture we walk through some simple questionnaires about your goals, your preferences and your current life context. Together, we review critical financial documents to gain a better understanding of your baseline and better assess your priorities.
Ideas: We reveal the data that we have gathered in our prior meetings in the form of your personal wealth profile, using a superior interactive financial tool. In going over your profile, we offer thorough and deliberate consideration of a variety of strategies and options to address your current needs and future objectives. We believe that client education is as or more important than the financial plan, so in this phase we take the time to provide detailed explanations of all that we present so that you feel empowered to make the right decisions.
Actions: Once we finalize your personal wealth plan, we take all necessary actions to put it in place. We coordinate with your legal and tax professionals as needed and then work diligently to execute the appropriate investment strategies to get you are on your way to meet your goals.
Updates: Life will change. Goals will change with it. We continuously monitor, adjust, update your personal wealth plan and regularly collaborate with you to always keep you on track to reach your goals.