Our Process For Working With A Financial Advisor
We’re all about you.
When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. That’s why we focus on financial planning for your whole life – from your first job to your last and beyond.
As the driving force behind the process, you’ll have a better idea of where you stand, where you’re going and how you’ll get there. In fact, the more engaged you are, the better the chances that you will be able to create – and fund – the life you’ve always wanted. And we’re here to help keep everything on track. Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it.
Let’s build a financial plan that puts you at the center of it, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. While our planning process can be divided into four steps, it really is an ongoing endeavor that evolves as your life does.
Here’s how it works:
We begin simply by getting to know you. Through questionnaires and face-to-face conversation, we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. During this “onboarding” process, we will make you fully aware of our capabilities and services, as well as your responsibilities as the most important person in your financial planning.