A WELL-ESTABLISHED PROCESS FOR MANAGING THE BUSINESS OF LIFE
We'll Get to Know You
In our first meeting, we’ll spend some time learning about you, what's important to you, and what goals you're trying to achieve. In turn you'll learn about us and the services we provide, and together we'll determine if we're the right team to help you meet your goals. Once you're ready to get started, our next step is to create your Investment Policy Statement.
This document serves as your financial road map, outlining your short– and long-term goals – whether it’s buying a home, saving for retirement, or creating an income during retirement – and provides general rules for the advisor on matters such as asset allocation and liquidity requirements. A well-conceived Investment Policy Statement enables both you and your advisor to stay focused on your objectives.
We'll Create a Plan
With your approval of the Investment Policy Statement, our team will evaluate investment strategies and develop a plan that will get you on the right path to reaching your goals. The implementation of your plan will likely be a multi-step process conducted over time, during which you’ll be provided with frequent updates.
We'll Keep You Informed
Once your plan is in motion, we’ll keep you informed of its progress with periodic review meetings. You determine the frequency, but we encourage you to meet with us at least annually. This gives us an opportunity to see if your goals have changed or if any major events in your life require an adjustment to your long-term plan. These three steps will help you feel more confident that you're on the right path to achieving your goals.