Our Wealth Managment Process
Our approach to assisting you in the identification of your financial objectives is based on a solid foundation of five disciplined steps and procedures:
STEP ONE - TO START… WE BEGIN BY LISTENING
We spend time getting to know your goals and objectives before developing a suitable investment strategy. Through a personal interview process, we identify your short and long-term financial objectives. We discuss your current financial situation and where you would like to be at defined points in time as well as the level of risk with which you are comfortable.
STEP TWO - DEVELOPING YOUR PERSONAL FINANCIAL PLAN
We will thoroughly analyze the information you have provided. We will review
the data and formulate specific recommendations to help you achieve your
goals. We consider your investment preferences, income and liquidity needs
and the tax situation and circumstances of your family. From here, we prepare a written plan tailored specifically for you.
STEP THREE - PRESENTING YOUR PLAN
We will guide you through your financial plan. You will be able to confirm our interpretation of your investment goals, and modify if necessary. Once his is done, we will review specific financial planning recommendations for your approval.
STEP FOUR - EXECUTING YOUR PLAN
At this point, we can develop an action plan to implement any of the
recommendations you decide to move forward with. You decide how to prioritize your financial goals. Again, this is your personalized plan.
STEP FIVE - MONITORING AND PERIODIC REVIEW
Our firm will prepare periodic updates of your financial position. As often as needed, we will meet with you to review your planning strategies as your financial situation or family circumstances change, and to monitor progress against the action plans. In addition, we are always available to answer any client questions that may arise.
