WE GET INVOLVED AND STAY INVOLVED.
Financial planning and asset management are dynamic, life-long processes designed to accommodate your unique situation and goals. We recognize that your priorities and desires change over time as do financial markets, economic conditions, and tax laws. Your plan and portfolio must be revisited regularly, and adjusted accordingly, to reflect all these changing variables.
At the beginning of the planning process, we meet with you (usually several times) to discuss your financial situation in detail, your priorities, goals, and concerns. After these discussions, we develop and stress-test a comprehensive financial plan that incorporates what we have learned from you. We then reconvene with you to present and discuss this plan and make adjustments as may be necessary. We regularly monitor your progress and review your plan at least annually, but usually more often than that, as personal or other circumstances may warrant.
Our attention to detail,
When selecting an advisor to manage your assets, you should expect nothing less than consistency in their investment philosophy, process, and execution.