|A well-designed investment plan should not only reflect your long-term goals and a comfortable level of risk, but it should also serve as the foundation of a longterm relationship. Working together, we will follow a four-step process to develop your customized investment plan:|
Step 1 : Understand your goals
We conduct a personal interview with you to obtain the background data needed to develop your plan. If appropriate, we also consult with other professional advisors, including your attorney and tax advisor, to understand all pertinent details of your financial circumstances.
|Step 2 : Develop a plan
Our second meeting is designed to
develop a shared vision of your dreams. We will prepare a comprehensive presentation for you to consider, and you will have the opportunity to raise questions and confirm the interpretation of your investment goals. We will then review specific investment recommendations for your approval.
Step 3 : Implement recommendations
We believe it is imperative that you
understand and are comfortable with your investment strategy. Once we have worked out the details with you and received your approval, we will put your plan into action.