Our work together begins with an extensive free-flowing discussion about your financial goals, details, history, and more.
Using the details discovered in our first meeting, we collaboratively create your financial plan with the assistance of our top-rated MoneyGuide Pro technology, and produce a printed version for your records.
We present a detailed analysis of your current portfolio, an overview of best practices and theories in investment management, and discuss potential changes to your investments.
4. Mutual Commitment
If we both decide that we enjoy working together, we may formally enter into an advisor/client relationship by executing an Investment Management Agreement and custodial account forms.
5. 30 Day Follow-Up
We discuss our investment trading proposal, your other service professionals (CPA, estate attorney, etc.), technology training, and any other open items.
6. Annual Review
Each year, we meet to discuss the changes in your life and financial picture, your investments, and to update your financial plan. This meeting offers us the chance to make any mutually agreeable changes to your plan elements.