You talk, we listen.
Financial planning is the foundation of any sound investment strategy. Your situation is a particular set of circumstances unique to you and your family. Our conversations allow us to begin to understand your needs, your situation, your goals, your life and your concerns. We create a road map just for you, that flexes as your circumstances change.
Next is a thorough analysis of your current portfolio and situation. Once we understand your financial situation and objectives, we will propose an investment plan that fits your circumstance and your comfort level. We always factor in tax considerations when moving and/or reallocating funds.
A transition plan, that includes paperwork, fees and timing is created. Our fee schedule is provided. Fees are assessed quarterly, based on your holdings with us.
Our meeting schedule is at your discretion. Some client prefer quarterly, others are happy with annual meetings. In between we are always available to listen and answer questions as they occur.
We remain focused on your unique situation by regularly checking in with you. When something in your life changes, we can and will provide adjusted financial planning and guidance.
Financial planning is the foundation of any sound investment strategy. Your situation is a particular set of circumstances unique to you and your family. Our conversations allow us to begin to understand your needs, your situation, your goals, your life and your concerns. We create a road map just for you, that flexes as your circumstances change.
Next is a thorough analysis of your current portfolio and situation. Once we understand your financial situation and objectives, we will propose an investment plan that fits your circumstance and your comfort level. We always factor in tax considerations when moving and/or reallocating funds.
A transition plan, that includes paperwork, fees and timing is created. Our fee schedule is provided. Fees are assessed quarterly, based on your holdings with us.
Our meeting schedule is at your discretion. Some client prefer quarterly, others are happy with annual meetings. In between we are always available to listen and answer questions as they occur.
We remain focused on your unique situation by regularly checking in with you. When something in your life changes, we can and will provide adjusted financial planning and guidance.
