Gaining a clear understanding of your life goals is the first step in the advisory process. We will spend the necessary time to know you, your interests, preferences and values. Once these are defined and your goals understood, we can begin developing your plan. We will analyze cash flow and current make up of assets & liabilities that make up your net worth.
We will work with you to create a customized plan to help you achieve your goals. Your plan will be built on a sound strategy that incorporates your needs, time horizon, and risk tolerance. Next we achieve a thorough understanding of your investment goals and establish a comfortable risk level for your portfolio by listening carefully to you and consulting with your other professional advisors when appropriate. Through an innovative planning process offered we can subject your investment plan to thousands of hypothetical market and economic scenarios.
Once your plan is established, we will suggest custom-tailored strategies and coordinate specific recommendations as needed. We then consult with you to review the details of your customized financial analysis, confirm our interpretation and further explain our recommendations. With your agreement, we will execute the investment recommendations that have been customized to your needs.
Throughout our relationship, we will communicate with you regularly to assess your progress. This ongoing evaluation helps make sure that your needs and expectations are being met. We monitor portfolio performance, checking to ensure that your assets continue to be properly positioned in view of market movements. We periodically review your financial situation and provide reallocation and rebalancing services as needed.