We start by determining your risk tolerance to ensure our approach aligns with your comfort level. Next, we gather relevant data, documents, and statements for thorough analysis, allowing us to assess your current investments, the course of action, and any potential complications. This process helps us identify areas where we can add value and make informed recommendations as your life continues to unfold, ensuring that your financial strategy evolves with you.

We will begin by discussing your current approach and presenting our tailored recommendations to enhance your strategy. We’ll also go over important details such as account fees, the structure of your accounts, and system access to ensure transparency and clarity. Following this, we’ll review the agreement and disclosures, making sure you understand all aspects. If necessary, we will open new accounts and initiate the transfer of any existing assets to align with your updated financial plan.

We will review the communication agreement and establish the service levels to ensure clear expectations moving forward. Responsibilities will be assigned to ensure everyone is aligned and accountable. To make managing your accounts easier, we will provide a tutorial on how to use the online portal and mobile app. Finally, we will deploy your tailored investment strategy, setting the foundation for your financial journey ahead.

We focus on comprehensive insurance risk management to protect your assets and minimize potential risks. As needed, we will coordinate with your CPA, attorney, or insurance agent to ensure a cohesive approach. We also help manage educational and trust accounts, taking into account your long-term goals. Additionally, we consider charitable giving strategies and integrate them into your plan, along with estate planning and your family’s specific needs, to create a well-rounded and effective strategy for the future.

Before each meeting, we send an agenda to ensure we are aligned on the topics to be discussed. During our conversations, we will focus on potential future transitions and how to prepare for them. We continuously monitor your progress toward achieving your goals, making adjustments to the plan as needed. As your life evolves, we ensure that your financial strategy adapts accordingly, keeping you on track for long-term success.