Our Wealth Management process provides clarity and direction to live the life you long for.
With your active participation we will guide you in aligning your financial resources to support, empower and express your values.
- Introduction to firm, team and services
- Getting to know you
- Clarification of your goals and objectives
- Define engagement describing responsibilities, timeframe, services and compensation
- Identify and prioritize your current and future goals
- Analyze your current financial situation
- Develop and present financial planning recommendations to you
- Plan is acceptable and approved by you
- Implementation of strategy with defined responsibilities and deliverables
- Overall plan and its components reviewed periodically with you
- Monitor and review plan to address any family changes or market fluctuations