Before your initial meeting, you will receive a checklist of items to bring with you. This may include a number of items, such as bank statements, pay stubs, and statements for current investments.
During the initial meeting, we will briefly review the financial information that you have provided and then discuss your needs, goals, and expectations.
After evaluating your individual financial situation, we will prepare a tailored, comprehensive plan that will outline step-by-step instructions on how to proceed.
The Working Plan/Periodic Review
With your input and participation, we will implement your personalized plan. As life changes, your goals may also change. We will periodically review your plan to address any new challenges that may arise, analyze your investment portfolio and its performance, and make any necessary adjustments.