Working with an investment advisor is a personal experience. It's important we get to know each other as we address your financial well being and personal values around money.
Your time and attention are valuable and we want to make the most of the time you share with us.
To make this process as simple and transparent as possible, we've developed a process which is designed to help you decide if we are a good fit to work together.
Let's get to know each other a little better.
This can be a quick phone call or a casual in-person meeting. The purpose here is to explore why you're looking for an advisor and to see if we might work well together. We would like to know a little more about you, your family, and your goals. We'd also like to share with you our investing philosophy and core values.
There's no pressure or obligation to make a quick decision. After this conversation, take all the time you need to think it over and talk with your family. If we both feel there is a good fit to take the next steps, we can outline those steps together. If not, we're happy to connect you with another firm in the area who might be a better fit.
The next step is to get a little more specific and start diving into the numbers. We'll take time collecting personal and financial information, collecting account statements, and we'll spend more time talking through your short and longer term financial goals. During this phase, we agree toward a mutual commitment to work together. We'll set mutual expectations and plot out the course ahead.
At this point, we will have a clear picture of your current financial situation, and a better understanding of where you want to be. We will draft and present a series of action items and next steps that we'll review together.
Once we all agree that implementing the plan is the best path forward, we'll help you open your new accounts, transfer assets, and reallocate your investments to align with the prescribed strategy.
We focus on achieving your goals by systematically evaluating and reassessing your financial position based on your core values, goals, and life changes over time.
Regular communication helps keep us on track. The process is fluid and adaptive, it brings together all the pieces, and it grows with you. We are always here for you.