An effective long-term strategy will help you figure out life’s big puzzle: how to plan for college, retirement, big home improvements, a new baby, or any other landmarks in your life. You have to see where you are and where you’re coming from, while thinking about where you will be in the future. And most importantly, match that with a customized financial approach that can help you get there!
Phase 1: Discovery
Phase II: Strategy
Phase III: Implementation
Phase IV: Monitoring & Adjusting
We monitor our client’s accounts on a regular basis to ensure they are performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require an update to the investing approach, we will make adjustments accordingly. We will schedule ongoing discussions to ensure we stay on the right track with you to help you reach your goals.
*Regular monitoring applies to advisory clients