A thorough discovery stage
Preparing well means asking you the right questions upfront. We'll use your answers to customize a wealth plan that meets your requirements and covers all the bases.
These are some of the questions we may discuss together as we seek to develop your plan:
- What is your time frame?
- Is your financial strategy in balance?
- Are you familiar with your investment portfolio?
- Have you determined your financial and emotional tolerance for investment risk?
- Do you have strategies to help you meet your philanthropic goals?
- Do you have a current will and/or trust?
By considering these answers and more, we seek to ensure that your wealth plan encompasses all aspects of your financial life, including any areas you may have overlooked.
Customized, goals-based strategies
Next, we work with you to define your objectives, expectations and concerns in the context of your time horizon, liquidity needs and risk tolerance. We then use this information to develop an individualized investment strategy designed to address the important aspects of your financial life.
We believe an individualized wealth management strategy—with well-formulated goals and realistic, defined expectations—is the foundation of preserving and building wealth over time. Wealth management is a process, not a single transaction, or even a series of transactions. It is a disciplined, step-by-step protocol. Your vision of the future—what you want your life to be like, what is most important to you—is the cornerstone of the process.