You deserve financial advisors who hold honesty, loyalty, and mutual respect as primary values. We understand that it's your money. We don't operate under a specific tagline, but you can expect a comfortable and transparent environment when discussing your financial goals.
Here's a snapshot of our wealth planning process:
DISCOVERY
- What is important to your family and legacy?
- What values shape your decisions and priorities?
- What are your unique challenges and circumstances?
- Are we a good fit?
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ONBOARDING
MEETING
- Discuss our wealth management process
- Present a specific course of action
- Client endorsement
- Sign/e-sign account forms and documents
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ORIENTATION
MEETING
- Organize financial information and paperwork
- Review online account tutorial
- Discuss first statements
- Meet team members and specific contacts
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ONGOING
COMMUNICATION
- Periodically review progress toward goals to keep plan on track
- Review prior goals and set new ones
- Assess risk management strategies and estate planning needs
- Evaluate financial picture as market and life changes occur
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