Financial planning helps set the stage for living an extraordinary life.
With your help, my process gathers information about your life, not just your money. One key result is a much clearer picture of you — who you are right now. Another bonus is a batch of great ideas about where you can go.
Some tangible benefits you’ll have in hand:
A Financial Plan
This is your road map. It includes the steps I will advise you to take over the next five years. It contains “to do” lists, illustrations, and important background information. You can get a written plan, or, even better, access your plan live on your own secure, 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. This is key because it helps us make good investment decisions, even when times are difficult.
Quarterly Portfolio Reports
You’ll get clear and understandable data. I 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 cause 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.
