Leave your checkbook at home and let's get to know each other. At our initial meeting we want to hear answers to questions like: What are your goals and objectives? What is important to you? What are your concerns? And we want you to get to know us, too! It is important that our team feels like a partner you can trust.
After our initial discussion, we gather all necessary data relating to your current accounts, cash flow and liabilities. We will analyze this information in conjunction with your objectives to plan the most optimal strategy to reach your goals.
At a secondary meeting we will discuss the direction we have found to be the most beneficial to you. Here, we can collaborate on our ideas and listen to any additional information or concerns you may have going forward. If you feel this is the right path for you after careful consideration, we can begin putting our strategies to work!
Implementing a plan is only the beginning. Through careful monitoring of your accounts and maintaining ongoing communication with you, we will work together to ensure that the strategy we have in place is the most optimal for your current situation.