Discovery MeetingTogether, we’ll take an in-depth look at your current investments, obligations, and goals. Here, we will help you define what true happiness means to you and develop a plan that will help you obtain it. We take into account everything from your desired age of retirement to what charities you would like to support one day. We take the time to get to know you so we can ensure we serve your goals and aims.
Investment Plan MeetingBased on the results of our Discovery Meeting, we’ll build and then present a formal investment plan. We will walk through each investment vehicle with you to answer any questions you have and explain to you where your money is going and how those investments are expected to benefit you in the short-term and long-term. This meeting is for you to get answers and fully understand how your money is being invested.
Mutual Commitment MeetingAfter you’ve had time to review, research, and compare our investment plan, we’ll formalize our relationship through a clear, concise agreement. We want to clearly communicate each of our roles in the management of your wealth. We are upfront and straightforward with you about your wealth and how it is being handled. We want to ensure you are comfortable and have clarity about the investments we are planning for you.
Regular Progress MeetingsWe’ll meet regularly to review progress and discuss implementation of the advanced plan. We are here to answer your questions, adapt to your changing goals and help you navigate the world of investment and retirement. Staying in touch with our clients is core to our service. We strive to create a feeling of partnership and to build trust through transparency and honesty.