We have developed a process to help you gain clarity over your investment plan and make the most of your financial assets.
So what are the steps?
- Introductory Conversation. We’ll ask a few questions about your current investments and future plans. There is no charge for this.
- In-Depth Analysis. We do a detailed review of your current financial life and develop a plan to help you reach your financial goals.
- Plan Discussion. We meet with you to review the plan and make adjustments based on your feedback.
- Plan Implementation. We go to work to put your plan into motion. Our team tries to make it as easy as we can by handling the details on your behalf. We coordinate with our independent custodian (Fidelity) to help you establish your new accounts and transfer your assets. We can handle nearly all elements of this process electronically as desired.
- Ongoing Review. We schedule periodic plan update meetings to keep you informed. We have developed our own checklist to review important elements of your financial life at each of our meetings.
We have developed a process to help you gain clarity over your investment plan and make the most of your financial assets.
Contact us today to see how a financially sound plan may bring you closer to your goals.