Our Process and Review
Consultative Process
During our first discussion, we will make an effort to really get to know you beyond just your financial goals. We want to learn about your passions and what truly motivates you. This will help us seek out investments that align with your values and investment behavior.
During our first discussion, we will make an effort to really get to know you beyond just your financial goals. We want to learn about your passions and what truly motivates you. This will help us seek out investments that align with your values and investment behavior.
Periodic Review
Once we are comfortable to move forward, we will employ a disciplined and consultative wealth management process designed to identify and address your established current situation, risk tolerance, and future cash flow needs. We will then build a strategic model tailored to your specific situation, help you construct a customized portfolio based on this model, and periodically review your plan with you through open communication.
Once we are comfortable to move forward, we will employ a disciplined and consultative wealth management process designed to identify and address your established current situation, risk tolerance, and future cash flow needs. We will then build a strategic model tailored to your specific situation, help you construct a customized portfolio based on this model, and periodically review your plan with you through open communication.
