Laying out a clear process for serving our clients yields tremendous benefits.
We call our approach The Partnering Process℠ because it reflects the long-term partnership approach we take when working with you. We created The Partnering Process℠ to help us collaborate with you better and to assist you in achieving your financial goals.
The Partnering Process℠ follows a systematic approach to delivering personalized financial planning and investment advice to you. It consists of three phases: Planning, Implementation and Review.
Initial plan development and ongoing consultative financial advice as described in the Planning Phase and Review Phase are provided under our Partnering Agreement. Customized portfolio management as described in the Implementation Phase is provided under a separate Investment Advisory Agreement.
Before entering into a formal engagement, we will arrange a free “get acquainted” meeting with you, giving you the opportunity to determine if our services are a good fit for your needs. If you like what you hear we will schedule Meeting #1 with you and begin the Planning Phase.