Initial Meeting
At our initial meeting we will describe our overall wealth-building approach and clearly outline our fee structure.
If you find them acceptable, we will then guide you through the process of defining your financial priorities and concerns, and develop a thorough understanding of your short and long term goals.
Plan Construction
Every Wealth management plan we create is unique, dedicated to working toward your specific goals, and scrupulously monitored. While your plan is fully customized, we do follow an overall time-tested process that many of our clients find both reassuring and highly effective. The process is designed to address all aspects of your financial life: how much you spend; how much you save; home ownership; educational aspirations; insurance; taxes, investment; financial independence; estate planning and much more. Our process takes into account your time horizons, family milestones, goals and dreams. It incorporates your tolerance for risk. It even takes into account the amount of time you are willing to devote to organization and follow-up.
Plan Launch
In our next meeting will present our plan to you. We will carefully explain all of your plan’s components, answer any questions you might have and make adjustments according to your wishes. By the end of this meeting, you will have a plan that is designed to work toward all of your goals and address all of your concerns.
Construction and Implementation
We use all the experience, technical expertise, and powerful wealth building tools at our disposal to implement the plan you have approved. We can design a simple portfolio, one that is more complex and modeled on those of massive institutional investors, or something in between. The portfolio we build and maintain for you will be designed with a goal of delivering the maximum possible return for the level of risk you are comfortable with.
Wealth Maintenance/Preservation
We will monitor your investments and recommend changes to your portfolio as needed. Our philosophy is to stay in close touch. Should any of your goals or needs change, we want to know.