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.
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.
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.
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.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE, BUT IS NOT GUARANTEED AS TO THE ACCURACY AND DOES NOT PURPORT TO BE A COMPLETE ANALYSIS OF THE SECURITY, COMPANY, OR INDUSTRY INVOLVED. THIS WEBSITE IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE INVESTMENT ADVICE, NOR SHOULD IT BE CONSIDERED A RECOMMENDATION TO PURCHASE OR SELL ANY PARTICULAR SECURITY OR IMPLEMENT ANY PARTICULAR INVESTMENT STRATEGY. WE RESERVE THE RIGHT TO MODIFY OUR CURRENT INVESTMENT STRATEGIES AND TECHNIQUES BASED ON CHANGING MARKET DYNAMICS OR CLIENT NEEDS. IT SHOULD NOT BE ASSUMED THAT ANY OF THE SECURITIES TRANSACTIONS, HOLDINGS OR SECTORS DISCUSSED WERE OR WILL PROVE TO BE PROFITABLE, OR THAT THE INVESTMENT RECOMMENDATIONS OR DECISIONS WE MAKE IN THE FUTURE WILL BE PROFITABLE. INVESTING INVOLVES RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL. THE STRATEGIES DISCUSSED HEREIN MAY NOT BE SUITABLE FOR ALL INVESTORS AND YOU ARE URGED TO DISCUSS THE SPECIFIC RISKS WITH YOUR ADVISER PRIOR TO INVESTING.
PAST PERFORMANCE DOES NOT GUARANTEE OR INDICATE FUTURE RESULTS. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN ANY PERFORMANCE QUOTED. THE VALUE OF INVESTMENTS AND THE INCOME DERIVED FROM THEM MAY GO DOWN AS WELL AS UP AND ARE NOT GUARANTEED. YOU MAY NOT GET BACK THE AMOUNT YOU ORIGINALLY INVESTED.
WE ACCEPT NO LIABILITY FOR THE CONTENT OF THIRD-PARTY WEBSITES LINKED THROUGH THIS WEBSITE, OR FOR THE CONSEQUENCES OF ANY ACTIONS TAKEN ON THE BASIS OF THE INFORMATION PROVIDED, UNLESS THAT INFORMATION IS SUBSEQUENTLY CONFIRMED IN WRITING.
ADDITIONAL INFORMATION ABOUT THE RISKS CAN BE FOUND IN FORM ADV PART 2, WHICH IS AVAILABLE FREE OF CHARGE UPON REQUEST.