Our Process

Most of us limit our thinking about some of our biggest life goals within the confines of what we think is realistic or affordable. I want to hear about your dreams and desires, no matter how impractical you think they may sound. Do not get stuck on trying to guess numbers—we have experience in that. Remember your goals are not really financial—the money aspect is only the cost of meeting your goals. It is also important to know about your fears. Managing risk is the key to tranquility as you survey the results of your efforts. While we certainly want to work efficiently together, discussing goals and possibilities is not an aspect to hurry through, or to confine to a client questionnaire. 

After an introductory phone call, we schedule an initial meeting at which we continue the conversation and review financial details. There are forms and a checklist for document copies to ensure complete data gathering.

During this meeting, you will be able to see how well I listen and understand what you say. I’ll answer as many of your questions that are possible to answer immediately. By the end of this meeting, we will know if I am the right planner for you. There are many skilled planners with different approaches and different personalities. Contrary to what most of us like to believe, there is also more than one successful strategy to successful investing. The key is to find the planner with whom you are comfortable forming a long-term trusting relationship. If we decide to proceed, we then define the scope of my engagement; it can be as narrowly focused or as comprehensive as you wish.  

Second, I will draft a plan that encompasses the concerns, questions and solutions pertinent to your circumstances. Together, we refine this into a plan of action

Next, we implement the agreed upon plan and let it go to work.