Phase I: The first meeting is a discussion to learn about your situation, financial goals and needs. It is also an opportunity for you to learn about us and to discuss what strategies and services in the market may fit your needs.
Phase II: Based on the information provided, we present relevant analysis of your financial situation. This can include a “comprehensive review and needs analysis” and or specific “portfolio diagnostics.” This may also include documents to help you graphically understand your situation. Financial concepts and strategies are complex and we will take time to educate you. You decide what needs to address and we will work together on the implementation of appropriate services and strategies.
Phase III: Periodic reviews of your account vs. industry benchmarks and personal destination needs and goals. Annual reviews are conducted to update your “plan” and to adjust strategies per your needs. We keep you apprised of new strategies as they emerge