My approach
I work closely with a team of other wealth management professionals to develop a customized wealth management plan for you and your family. My approach to working with clients is a structured process and is designed to cover all the financial bases. If we work together you can expect to cover the following steps:
- Meet and discuss personal and professional background
- Obtain financial asset details, develop financial asset and liability inventory
- Discuss priorities/needs/timing
- Run models to quantify/test reality/feasibility of objectives and goals
- Develop asset allocation model for each objective, priority specific
- Review and analyze current assets and liabilities, fit into allocation model, retain/reposition
- Implement recommendations, financial asset repositioning, liability management
- Account consolidation
- Estate planning review, legal document checklist, titling of accounts, balancing
- Disaster protection review, life insurance/impact of loss, disability, liability, life care
- Establish service expectations, frequency of meetings
- Interaction with other professional advisors (legal, tax) team meetings
