We will listen to you so we can fully understand your needs and what you are looking for in our relationship. At the same time, we will communicate to you our expectations of you as a client. When we both agree that we share a similar vision, then we will move forward.
You will gather specific documents requested so we may understand your current financial position. We will discuss certain decisions you have made up to this point, your values and beliefs in regards to money, as well as clarify your expectations. The most significant part of the conversation is to find out what is truly most important to you.
Next will be an in-depth assessment of your present situation, identifying any problems or issues that need to be addressed. We will also recognize your strengths, as well as opportunities where you may benefit.
At this point, we will review multiple strategies based on your objectives, risk tolerance, and preferences. We will assist you in implementing the recommendations you have chosen to put the strategies in action and ultimately become a reality.
One thing we do know will happen in the future is that life will change. Whether it’s your personal circumstances, the economic environment, the stock market, real estate prices, or tax laws; we may need to adjust your plan. Throughout the year we will communicate with you to review the progress of your personal strategy that has been created and make modifications as needed.