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What to Expect As Our Client

Understanding your needs, concerns and dreams and getting to know you and your family is what makes our partnership a success. Integrating financial planning and investment planning helps us manage your portfolio and make adjustments based on your changing lifestyle, financial needs and goals.

Ongoing Advice & Communication

As our client, you will always receive personalized attention and will work with the same advisor. Once your financial plan is complete we provide ongoing advice and communication to make sure you feel comfortable with your plan and investment strategy. We will be there when there are life changes, new concerns, a new job or new goals. We’ll be there for:

  • Regular “check-ins” by phone, video conference or in person; keeping in touch with you and your family
  • In-person portfolio review meetings; ensuring you are on the right track
  • Ongoing financial planning and adjustments to your Investment Policy Statement
  • Net worth reporting & cash flow analysis
  • Spending needs/strategy; monthly income and budgeting reviews

You’ll also have access to our professional network of estate attorneys, real estate attorneys, accountants, insurance brokers, bankers and more. We often work with outside professionals in order to help ensure we have a deep understanding of your needs.

 

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