Financial planning helps set the stage for living an extraordinary life.
The process gathers information about your life, not just your money. The result is a clearer picture of you — right now. And, offers great ideas about where you can go.
Some tangible benefits you’ll have in hand:
A Financial Plan
Your road map for steps to be taken over the next five years. Includes “to do” lists, illustrations, and important background information. You can get a written plan, or (even better) access your plan “live” on your own private client Web site.
Professional Referrals
You’ll have a list of estate planning attorneys, accountants, and insurance experts to consult if or when you need other specialists.
Investment Policy Statement
This is a written plan that precisely specifies how we structure your investments and, what we expect for the long run. That helps us make good investment decisions, even when times are difficult.
Quarterly Portfolio Reports
You’ll get clear and understandable data, and we won’t overload you. You’ll be able to evaluate your progress over time and in the right context – your investment policy – rather than from the monthly ups and downs on your brokerage statements.
Annual reviews
We’ll refresh your data each year with what “really happened” so we can keep your plan on track, year after year. That means we can catch problems before they become trouble.
Meetings, telephone, and email support
You’ll have personal contact with your advisor — me — on a regular basis. Questions will inevitably come up as your plan and your life unfold. I’ll be there with answers.
Administrative support
Our client services administrator is experienced, and a true professional. She’s here to make things run smoothly — account openings, account transfers, cash management needs, appointments, and paperwork.
