Our clients can expect a relationship based on clear communication, objective advice and innovative solutions to help them achieve their financial goals.
We believe successful client portfolio management involves the implementation of a consistent process. We start with a four-step client experience that includes:
Discovering, Educating, Advising and Managing.
Discover: The first step in our process is discovering what is most important to you. We want to have a full understanding of your priorities, your goals and your concerns. Life is full of decisions, surprises, obstacles and obligations, we will partner with you to guide you and get you prepared
Educate: Our team is committed to providing clear, concise explanations of the financial products and services available. We strive to ensure that clients are educated and comfortable regarding the full scope of their financial picture.
Advise: You tell us your plan for your life; you tell us your goals, priorities, concerns and fears. We take all of that into consideration and make suitable recommendations appropriate for each client’s individual plan.
Manage: Assisting our client’s in managing their financial life is an ongoing process that requires regular communication and steady oversight. We will schedule consistent portfolio reviews that will provide updated information from both the advisor and from the client’s prospective to ensure that all of the client’s priorities are being addressed.