We believe in a comprehensive approach toward wealth management. In order for us to give sound and effective financial recommendations, it is vital to truly understand and comprehend our client’s goals as they relate to their entire financial situation; their risk management, their retirement and their legacy plan. We accomplish this through our four step wealth management process:
During the initial discovery meeting(s), we work with our clients to help determine what they truly want out of life, now and in the future.
Once these goals are defined, we work with our clients to create a “working plan”. This working plan is a tool to help keep us on track and guide us as we work toward achieving these goals, whatever they may be.
Just having a plan is never enough; the key is to implement the plan. Now that we know what our clients want and what they need to do to get there, we implement a customized plan based on their unique situation.
We continually monitor and adjust the plan as changes occur in our client’s lives, the economy and the world.