Our Simple and Elegant wealth management process
We have a well-structured planning process to help identify and clarify your goals and needs, and customize a comprehensive plan designed to help fulfill them. Here is a summary of each step we’ll follow.
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We begin by getting to know you and what’s important to you, carefully listening to your financial goals, needs and concerns. We give you an overview of our wealth philosophy and investment approach and also explain how we believe we can bring value to your life. After reviewing what we’ve learned about one another, we each determine if working together would be a good fit and whether working together would make sense.
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We analyze the financial details you’ve shared with us in order to personalize a wealth plan to your individual situation that will serve as our foundation for working together. We go over the details of the plan with you, as well as our investment philosophy. Our recommendations are tailored specifically for you.
If there is mutual agreement, we will initiate the signing of account agreements electronically and begin the tasks of gathering important documents and opening new accounts.
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We build out your wealth management plan, reconfirm your wealth needs and lifestyle goals, initiate account transfers and answer any questions you may have.
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We give you your personal financial organizer and help you arrange all of your wealth management documents, then outline how we will stay closely connected with you throughout our relationship.
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After your plan has been put into motion, we review it as needed to help ensure it remains aligned with your goals, personal circumstances, stages of your life and the financial markets. We ask about any changes in your personal life or financial situation and determine if it requires revising your plan accordingly.
A Network of Professionals
We have access to a team of professionals with a high level of knowledge and skill in key financial areas who can advise as needed when advanced financial situations arise. We will also work closely with your team of carefully selected and trusted local professionals such as your accountant and attorney.
