A PLAN CRAFTED just for you

Knowing you well is essential part of the equation. It’s what makes the plan personal. Understanding your goals, financial situation, investment experience and risk tolerance is what makes the plan work specifically for you – in an organized manner that accurately reflects who you are and the objectives you want to achieve.

Next, we analyze what you’ve shared in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and making sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

Once your plan is implemented, we continually monitor the progress relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes that may warrant a revision to your plan.

This is what will ultimately enable us to serve as the knowledgeable financial counsel you can count on.