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We are in the business of building, protecting and preserving individually tailored investment portfolios. Our firm provides continuous advice clients regarding the investment of client funds based on the individual goals. Through ongoing personal discussions about your goals and objectives, we develop a client’s personal investment policy with an open financial design to make modifications as needed. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance and capacity, and liquidity needs. We may also review and discuss a client’s prior investment history, as well as family composition and background.
We provide financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, tax planning, work benefits, and estate and business planning.
The key defining aspect of financial planning is that through the financial planning process, all questions, information and analysis will be considered as they affect and are affected by the entire financial and life situation of the client. Clients purchasing this service will receive a written or an electronic report, providing the client with a detailed financial plan designed to achieve his or her stated financial goals and objectives.
Ongoing Financial Planning
This service involves working one-on-one with an adviser over an extended period of time. By paying a monthly subscription fee, clients get continuous access to an adviser who will work with them to design their plan. The adviser will monitor the plan, recommend any changes, and ensure the plan is up to date.
Upon desiring a comprehensive plan, a client will be taken through establishing their goals and values around money. They will be required to provide information to help complete the following areas of analysis: net worth, cash flow, insurance, credit scores/reports, employee benefits, retirement planning, insurance, investments, college planning and estate planning. Once the client’s information is reviewed, their plan will be built and analyzed, and then the findings, analysis and potential changes to their current situation will be reviewed with the client.
Clients subscribing to this service will receive a written or an electronic report, providing the client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. If a follow-up meeting is required, we will meet at the client’s convenience. The plan and the client’s financial situation and goals will be monitored throughout the year and follow-up phone calls and emails will be made to the client to confirm that any agreed upon steps have been carried out. On an annual basis there will be a full review of this plan to ensure its accuracy and ongoing appropriateness. Any needed updates will be implemented at that time.
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