a process-driven approach
Discovery Meeting
At our initial meeting a discovery interview will be conducted in order to identify your most important values, relationships and goals, as well as the challenges you face in achieving all that is important to you. This information will be used to formulate a series of recommendations which will be presented in the second meeting.
Investment Plan Meeting
In this meeting you will be presented with a series of actionable recommendations designed to address each aspect of your financial life and put you on a path towards achieving your goals.
Mutual Commitment Meeting
A clear common vision is a hallmark of a successful advisor-client relationship. In this meeting we will formally establish our relationship, address any remaining questions and execute all of the agreements needed to implement your plan.
45-Day Follow-Up Meeting
At this meeting, we will review the new account paperwork and statements you have received and address any questions you may have so that you understand exactly what is happening with your money.
Regular Progress Meetings
These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. We also review your overall progress toward working to meet your long-term financial goals.