We spend whatever time necessary learning what is unique about your financial situation, experience, goals, and resources. We also provide a brief introduction to our Asset Class approach to managing investment portfolios.
We review what we've learned about your circumstances and confirm your goals and objectives. We then illustrate how we would incorporate these findings into a financial and investment plan that we believe significantly improves your odds of success.
We periodically rebalance your portfolio to control risk, adjust the allocation when your circumstances change, and regularly monitor your financial progress. The financial plan is regularly reviewed and updated to reflect your evolving wealth objectives.