What to Expect

DISCOVERY

  • Become acquainted

  • Determine objectives

  • Discuss risk​

 

OUTCOME

  • Personalized Investment Policy Statement

  • Contract

ENGAGEMENT

  • Open accounts

  • Facilitate transfers

  • Begin investment process


 

OUTCOME

  • Construction of customized investment portfolio

IMPLEMENTATION

  • Collect fact-finder information

  • Collaborate with other professional advisors​

 

 

 

OUTCOME

  • Financial plan with statement of net worth, estate diagram, and cash flow modeling and recommendations​

  • Custom-designed portfolio reflecting long-term objectives

FEEDBACK/NEW DISCOVERY

  • Regular monitoring of portfolio to reflect market dynamics

  • Updated financial plan to reflect changes in lifestyle and goals

  • Tailored communications—emails, meetings, and phone calls

  • Continual education on the capital markets

OUTCOME

  • Greater financial understanding and peace of mind