Introductory Meeting

Our team takes the time to understand you, who you are, what your experience has been and where you want to go. We think it is essential to get a better understanding of what your goals are and what we can do to help you achieve them. It is critical that we get an understanding of the full picture to gain a deep understanding of your needs, goals and circumstances to help clarify your financial objectives. Where you stand currently in terms of your investments, financial planning and succession plan, and what barriers might prevent you from achieving your goals.

 

The Financial Plan

We strongly encourage each of our clients to have a financial plan done for them. This helps provide investors with a visual representation of where you are now, what your goals are going forward, and what needs to be done in order to achieve them. We believe a financial plan is not something that should be done once and then tucked away in a drawer, we review our clients financial plans regularly to make sure that your goals have not changed, and that you are on the right track to achieving them.

 

Developing An Investment Strategy

It is critical that we get a firm understanding of how you tolerate risk both emotionally and academically. This will help us formulate an investment strategy tailored to your needs and your goals. There is no one size fits all approach. We put the agreed upon plan into action by structuring a custom-designed portfolio, drawing from a wide selection of world class products and services.

 

Active Monitoring of Your Situation

We pride ourselves on our communication with our clients. With regularly scheduled portfolio review calls, we make sure that our clients are kept up to date on how their investments are performing and exactly where they stand financially. We take great care to make sure you are able to make informed decisions in every area of your life and finances. We have a number of accountants and lawyers that our team works with closely to ensure that we can provide you with resources no matter the situation that arises. We review your specific situation regularly to ensure that your financial objectives are being met.