Client Experience Meeting Expectations
During your initial discovery meeting, we will get to know each other—the advisors will share more about our process, and together we’ll discuss and map out your goals, values, dreams, special concerns and challenges.
We construct a financial plan and design a portfolio that works in conjunction with your goals. Our plans cover many topics, including retirement, education funding, financial basics, estate planning, insurance, business succession, charitable giving and more.
Once we've completed your plan, we will have a meeting to implement our dynamic integrated and interactive plan with you. We will go through it step-by-step to be sure you understand your plan.
If you decide to move forward, our staff will start the on-boarding process with you. Open new accounts. Transfer existing assets. Once your funds have moved, we'll conduct trades to execute the agreed-upon investment strategy.
Throughout our relationship with you, we monitor your investments and your overall financial situation to ensure they're integrated to help meet your goals.
Your advisor will touch base with you on a regular basis to review your accounts, learn about changes in your life, talk over a variety of important financial topics and more.