This is Just the Start
World-famous economist, John Maynard, once stated “I’d rather be vaguely right than precisely wrong”. We share his sentiment when it comes to financial planning: a plan is a guide to help us along the path, but not the end-all, be-all.
We’ll help you every step of the way, even if your plans change.
A Systematic Approach to Planning
Step 1: Familiarize
To serve as your advisor, it’s important that we have a good working relationship. We will explore your goals and financial objectives and identify any matters that require attention. Additionally, we’ll clearly state all fees associated with our services and encourage you to ask any questions that might arise. Provided all parties feel comfortable moving to the next step, we’ll then schedule a follow up appointment to gather additional data.
Step 2: Organize
After we’ve gotten to know each other, we’ll sift through all of your financial records and put together an online financial organizer. If you prefer to have physical paper, we can do that too (we try to not to print unnecessarily). We’ll then gather information from our Discovery Meeting Checklist. Once this is done, we’ll be able to show you a snapshot of your current, complete financial picture.
Need to keep your financial world under lock and key? We have an online vault where you can store things like copies of your passports, marriage licenses, will, trust, and any other documents you would like to have backed up and accessible from anywhere.
Step 3: Analyze & Strategize
Step 4: Implement
Once we’ve established a solid plan, we can then start helping you implement it. To do this, we’ll prepare all the paperwork needed and make the process as easy for you as possible.
Each situation is different, but transparency is very important to us so our fees and responsibilities will be outlined very clearly. You’ll also have access to a secure online portal which will allow you to see all of your accounts, updated on a daily basis. Finally, you’ll receive statements from the custodians/companies that will be holding your accounts. We typically use TD Ameritrade, Pershing or Fidelity Clearing and Custody Solutions for this.