Navigating your financial future is one part science and one part art. One must piece together a puzzle whose shape is constantly evolving to find success. Our Wealth Management Process provides 4 dynamic steps to ensure all the pieces of the puzzle fit together while working towards your ultimate goals.
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Planning
Planning is the cornerstone of our process. During the planning phase, we identify our client’s goals and separate them by needs and wishes, assigning a level of importance to each. We consider what resources are available now and in the future to meet those goals and we gain an understanding of you. After completing this analysis, we begin to shape some expectations and test those expectations to see if they are realistic. We employ the latest technologies in financial planning software but always check those results against common sense using the trusted “Yellow Pad” approach.
Recommendations
With a solid plan and realistic expectations in place, the next phase of our process entails presenting the various solutions to meet your needs. During this time, we explain the pros and cons of a select universe of products deemed appropriate for you. Our recommendations are entirely free of any corporate mandate and we provide complete transparency with regards to costs, compensation and any potential conflicts of interest. From complex to simple, we are qualified and licensed to offer all potential products and services available to meet our client’s individual needs.
Navigation
This part of the process is where we are truly unique. Where most other advisors simply “Monitor” their clients’ portfolios, we like to roll our sleeves up and get involved. Managing money is our passion and it shows. We spend countless hours conducting market research every week. We identify the key trends and drivers that are currently in place while attempting to quantify the external forces that may shape the future. With a host of tools developed over two decades of experience and absolutely zero corporate agenda, our clients can rest assured that we are on top of the ever-changing currents in the markets and are prepared to deliver sound advice for navigating anything that comes our way.
Communication
Open, Clear and Consistent communication is what being your Wealth Partner is all about. We pride ourselves on custom tailoring the content, frequency and method of communications we deliver to each and every client. Would you like a weekly market recap emailed to you every Monday, no problem. Maybe you would just prefer to meet in person every so often for a review, we’ve got you covered…. We understand that markets are complex and have been praised for our ability to “Keep It Simple”. Our goal is for you to spend your time doing what’s important to you, knowing that we are taking care of all the details.