I believe that True Financial Planning involves more than just portfolio discussions and we have developed a 6 Step Wealth Management Process designed to help individuals make intelligent long-term decisions in the face of short-term emotions.
Our disciplined process begins with a thorough foundation of holistic financial planning and delivers a written and customized wealth plan.
Once a plan is implemented, a structured review program is put in place that continually pursues wealth building opportunities for our clients. As a trusted financial advisor, I take pride in our ability to provide a high level of service and act as clients personal wealth manager.
1. Financial Planning Review
2. Discussion Paper/Strategic Options
3. Planning Presentation
4. Develop Asset Allocation/Investment Policy Statement
5. Estate and Insurance Analysis
6. Monitor Results
Helping individuals make intelligent long-term decisions in the face of short-term emotions