Fact-Finding Process
As fiduciary advisors, we begin with an unbiased, thorough assessment of your financial situation—gathering detailed information about your assets, liabilities, income, expenses, and investment objectives—while also exploring your short- and long-term goals, retirement timeline, and desired lifestyle.
Follow-Up Meeting and Presentation
After the fact-finding process, we schedule a follow-up meeting to present our findings and initial recommendations, address any questions about your financial situation, gather your feedback, and ensure our proposed wealth management plan aligns clearly with your goals.
Questions/Implementation
After addressing any final questions, we move into a streamlined implementation phase—adjusting your investment portfolio, optimizing tax strategies, or recommending insurance coverage—to ensure your financial plan aligns with your goals and preferences.
Conclusion/Decision-Making
We finalize the wealth management plan by aligning it with your decisions and discussions, setting clear milestones and objectives to track progress, and establishing a roadmap that marks the end of the planning phase and guides ongoing monitoring and adjustments toward your financial goals.
Quarterly to Semi-Annual Meetings
We schedule regular meetings to review your investment performance, reassess financial goals, and adjust your wealth management plan as needed to ensure it stays aligned with your evolving life circumstances, market conditions, and long-term objectives.
Unlimited Access for Consultation
As your trusted fiduciary advisors, we are committed to your financial well-being by offering ongoing access, timely guidance, and responsive support for any urgent questions, concerns, or updates related to your financial affairs.
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