What to Expect
In order to develop a financial plan and specific recommendations for our clients, we undertake a process of discovery to understand their current financial position as well as short and long term goals, challenges, concerns and requirements. We then work to build a customized plan that addresses those factors while incorporating all facets of their financial life including at a minimum, expected cash flows and budgets, risks and insurance, retirement requirements, employer benefit plans, taxes, and an investment and portfolio strategy.
After developing and reviewing the plans and recommendations with you, we take care of opening new accounts, managing the transfers of assets, and implementing the overall investment and financial plan with you. We also regularly monitor your portfolio and overall plan progress, including changes to your situation and make ongoing adjustments as warranted.
From there, we set up periodic review meetings in which we discuss proposed modifications to your portfolio, tax strategy, and other plan components and through our Custodian and Portfolio Management provider, clients will have 24/7 online viewing access to their investment positions, activity and performance.