Careful attention to detail makes all the difference...
Paul believes in keeping things simple: he will engage clients in a formal yet personal process by having a conversation and listening to them. He wants to know as much as possible about your present situation, ambitions, hope, fears and purpose. He wants to know what matters to you most in life in order to make sure you plan accordingly.
The Wealth Management Approach: Our Unique Value Process, D-A-E (Define, Align, Execute)
Define: This step involves sitting down together to have a conversation to assess your needs
• Understanding the client’s needs and objectives.
• What are the values important to the client
• What is the clients’ risk tolerance
• What is the clients’ investment experience
• What are the clients’ expectations
Align: This is the step that we build a road map together to guide us in the proper direction
• Create an investment policy statement
• Choose the proper asset allocation strategy
• Identify the quality of the products to be used
• Identify the decision making process
• Our service and communication commitment to you
Execute: This is the step where we implement the overall strategy to your financial success
• Build the portfolio
• Ongoing monitoring of the strategy
• Pre-determined revisions of the portfolios
• Be ready to adjust as the landscape changes
