1. Discovery
Our first meeting with you, whether in the office or over the phone, is one in which we get to know each other. You will learn about our background, our services, our investment philosophy, and a bit about what we do with our time out of the office. We will learn about your current financial situation, goals, comfort level, and risk tolerance; and we'll answer your questions. We will establish next steps, whether that’s a proposal, insurance quote, or a simple phone call or email to check in down the road.
2. Setting a Course
With the knowledge we’ve gained from getting to know you, we will offer our recommendations. We will sit down with you to review your options, answer your questions, and listen to your feedback. If you decide we are a good fit and would like to move forward as a client, we will set a course for implementing the plan.
3. Navigating the Plan
Life happens, your needs and dreams change, markets fluctuate, and unforeseen circumstances arise. It’s important to have a plan in place, but it’s just as important to continue to evaluate the plan. We will meet with you regularly to review your accounts, discuss changes in your situation and goals, and make recommendations to ensure we continue to work toward meeting your financial objectives.