This introductory session is an opportunity to get to know each other. We will introduce you to our wealth planning services and take the time to learn about you and to understand what is important to you.
If we agree there is a fit, the next step is to gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
We will prepare a customized Investment Policy Statement (IPS), which spells out your risk tolerance, ideal portfolio make-up, and investment strategies we will take to achieve your goals. We will also define your relationship with our team by documenting the service you can expect from us, and when you can expect our team to contact you. It is at this stage that we typically open accounts and begin managing your investment portfolio.
Next, we analyze your financial and personal information to match your objectives with smart wealth planning strategies.
We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.