As your Financial Representative, our goal is to understand your financial circumstances and create a customized investment strategy to help you achieve your desired objectives. Throughout this process, we work closely with you to keep you informed and in control of your investment portfolio. By carefully allocating your investable assets, monitoring the progress of your portfolio, and communicating with you regularly, our aim is to ensure that you fully understand the progress of your portfolio toward meeting your goals.
To ensure that you are fully informed and engaged in meeting your investment goals, we work within the context of a formal consulting process:
- Introductory Meeting
- Discovery Session
- Investment Proposal Presentation
- Implementation Meeting
- 45-Day Review
- Quarterly Reviews