Process
Our first meeting will involve an in-depth conversation to assess whether the client/advisor relationship is a good fit to move forward. If both parties decide to proceed, we will work to develop and personalize your wealth management plan.
Assess Your Financial Situation
- Take inventory of assets, including retirement plans
- Evaluate your income stream
Define Your Goals
- Buying a house
- Investing for college education
- Saving for retirement
Calculate Funds Needed
- Inflation
- Risk tolerance
Create a Portfolio to Address Your Investment Goals
- Allocate funds among appropriate investment categories
Monitor Portfolio
- Respond to changes in objectives
- Fundamental changes in portfolio (values)