The most important step in building a successful relationship with a client is to spend the time to gain an understanding of each individual’s short and long-term financial goals. This helps determine what investments will provide the greatest rate of return, while respecting each individual’s core values, financial aspirations and risk tolerance.
Once financial goals have been identified, Jason is committed to integrating each investment portfolio with a comprehensive wealth management plan – created especially for you, with insight and advice from an extended network of professionals.
The 'Five-Steps to Success' process
In an effort to provide you with the best possible service and rate of return, Jason has developed a five-step process to better understand your personal investment needs.
Step 1 – Investigation: Getting to know you, your goals, plans and investment objectives
Step 2 – Information: Creating a concise and personalized Investment Policy Statement
Step 3 – Implementation: Putting the agreed upon plan into action by structuring a custom-designed portfolio
Step 4 – Accountability: Providing regular reviews and reporting on a monthly, quarterly and annual basis
Step 5 – Availability: You are always welcome to contact Jason or his team to discuss any concerns about your investments
The result? A wealth management plan custom-tailored to meet your investment objectives, that works within your acceptable risk tolerances, that is flexible enough to respond to changes in your life, yet disciplined enough to maximize your financial returns.
