Our Wealth Management Process
Initial Meeting – Fact Finding – Your Financial Plan – The Investment Plan – Our ongoing commitment to service and manage
Step 1 – The Initial Meeting
Our first meeting is all about getting to know each other. We want you to feel comfortable that we are the right choice for you, and this initial meeting helps us build the foundation of a long-term financial relationship.
Step 2 – The Fact Finding Meeting
Once we have decided to move forward, the next step is working together to develop an Investment Policy Statement, a document that outlines your risk tolerance, investment objectives, time horizon, and other considerations. This document guides the way we manage your portfolio and provides a framework for creating your financial plan.
Step 3 – Presenting your personalized Financial and Investment Plan
Next, we develop a personalized investment and financial plan. To ensure it is comprehensive and is in line with your financial and life objectives, we explain all of the recommendations with you and make any necessary adjustments.
Step 4 – Executing the plan
Execution of the plan is done in accordance with your Investment Policy Statement, our knowledge of your financial objectives, and the current state of the markets. Collaboratively, our experienced team works together to construct a balanced portfolio that aims to meet your unique growth, income, and capital preservation goals.
Step 5 – Our ongoing service commitment
Initially, we believe it is important to meet with you more often to ensure you are confident in the way your investment and financial plan is being managed. Reviewing your statements and investment holdings can be a daunting task, so we work with you to make sure you understand what investments you hold and why you hold them.
At every meeting we review your plan to make sure we are on track, and discuss any adjustments that are necessary. Life is always changing, so it is important that your financial plan evolves along with it.
Our dedicated team is always available to answer your questions. Whether they are about the specifics of your portfolio, your financial plan or anything administrative, we are here to help.