Planning Your Investments, Step by Caring Step
In the spirit of transparency, so crucial to building mutual trust, you deserve to know upfront not only how we think, but how we approach developing your custom investment strategy.
Discovery
This is our favorite part: Where we get to know each other in a welcoming environment. More importantly, this is where you tell us what matters most, what inspires hope and what keeps you up at night. This initial conversation determines if we are a fit for you and your family. If not, we can suggest who might be.
Implementation
You relax while your team collaborates to present customized investment ideas and recommendations, based on our first conversations along with our experienced knowledge. You will be encouraged to ask questions and suggest changes during this part of the process.
Remember: You are the CEO with final say in everything. As your CFO, we share strategies and execute them for you.
Once you give us the go ahead, your plan will be put in place immediately. Everything from buying, selling or transferring assets will be handled by us, so you can spend more time doing what is important to you.
Perpetual Progress
Since we never take off our white gloves, you can expect us to always make ourselves available in addition to our scheduled meetings with you. We will discuss how your life or goals might have changed since we last spoke, as well as what updates to your strategy could be needed to keep you on track.
