We meet with each client to define personal goals and objectives, as well as collect & organize all necessary personal investment data. Transparency during this step is essential to create an accurate outline for a full financial analysis.
The information gathered in the first step will be assessed using a variety of tools and methodologies. The result is a complete personal financial analysis: a printed document that can serve as a reference guide for a client and his/her family.
We present the personal financial analysis and guide the client through sound investment options based on his or her financial circumstance along with steps to implement the plan.
Our team will schedule reviews on a regular basis to make sure we are following a path to success. We discuss the investments and any current or upcoming life events to ensure the financial plan stays in line with current goals and objectives. This helps empower clients to make needed adjustments based on changes to financial status and other needs.