Becoming a Wealth Management Client

• This is an open opportunity for us to get to know each other, discuss expectations and styles.
• We ask that you share important financial information: Statements from Financial Institutions, Debt balances, Budget, Most Recent Tax Return (See Checklist)

Building on our first conversation, we will delve deeper into your habits with money, your current financial situation and your wants and needs for your future. This will help to develop your complete financial picture that creates the roadmap for how we will be able to serve your financial planning needs.

We will review our Investment Process and Strategy with you sharing how we would construct a portfolio for you with an overview of our initial investment recommendations.

Hand in hand with our Investment Management Process, we will take all of the information shared and build a meaningful plan to share with you incorporating suggested pathways to address your future needs.

Once we select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, via quarterly reviews and annual Financial Plan review. We carefully monitor your portfolio and make adjustments when necessary.