We spend whatever time necessary learning what is unique about your financial situation, experience, goals and resources. A brief introduction to our Asset Class approach to managing portfolios is also covered.
We review what we've learned about your circumstances and confirm your goals and objectives. We then illustrate how we would incorporate these findings into a financial and investment plan that we believe significantly improves your odds of success.
We periodically rebalance your portfolio to control risk, adjust the allocation when your circumstances change, and constantly monitor progress relative to your goals. The financial plan is regularly reviewed and updated to reflect your evolving wealth objectives.