We are firm believers that investors who have a plan have a better chance of achieving their goals than those who make their investment decisions based on the events of the day. Here’s what you can expect when you begin developing your plan with one of our advisors:
Goal Identification:
In your first meeting, we will discuss your current situation to identify your starting point and visit about your goals to determine where you want to be in the future. We will have an honest conversation about risk, so we are both on the same page with regards to how much risk you are personally comfortable with.
Plan Development and Implementation:
After our initial meeting, we will take the time to review your current situation and develop a plan that will give you the best probability of reaching your long-term goals. We will discuss your personalized plan and work together to make any adjustments that make you comfortable with your plan.
Monitoring:
Once your plan is in place, you’ll define how you’d like us to communicate with you – phone, email, or in person. You’ll have the ability to view your account anytime through our secure website or receive paper statements. Lastly, your advisor will review your plan with you on an annual basis to ensure your plan remains on track.