When was the last time your financial advisor, tax consultant, lawyer, estate planner and insurance specialist all sat down together to review your financial plan? We team up with all of your advisors to create a wealth management plan built around your unique circumstances, needs and objectives. This integrated approach allows us to consider every aspect of your financial life before making recommendations and implementing solutions.
The first step in our Wealth Management Consultative Process is to hold a “discovery meeting” with you to discuss in-depth your values, goals, concerns and tolerance for risk. We will ask you about everything from your family relationships to whether you prefer to be contacted by telephone or email. Truly learning who you are as an individual will be the indispensible foundation of our partnership and your success.
Following our initial meeting, we will develop recommendations and then work with you to put a comprehensive plan into place that is designed to meet your financial objectives. Please visit our Wealth Management Consultative Process chart to gain a deeper understanding of the process we follow to ensure you receive the highest level of fiduciary care.