INVESTMENT CONSULTING PROCESS
Our five-phase investment consulting process helps build and maintain a comprehensive investment plan that in turn helps you build toward your long-term financial objectives.
What do you hope to achieve with your investment portfolio? We work closely with you to clearly define your objectives, financial needs and tolerance for risk.
After determining your objectives, we will decide on a combination of diversified investments to help you work towards your goals. From this, we will create an investment profile to help guide future decisions pertaining to your account.
Next, we will determine which actual investment vehicles are suited to your investment profile based on how they correspond to your assets, debts, expenses, income, tax situation, insurance coverage and more.
We will present you with a range of specific investment options consistent with the asset allocation we've proposed and will discuss all of your available options to help you understand why we recommend particular investments for you.
As your personal situations and economic conditions change over time, we can help make adjustments to the portfolio to ensure you remain on track toward reaching your goals.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.