The Client Experience
When we say a relationship that goes beyond investing, we mean it.
Our first meeting is a private briefing where we learn about you, your family, and your goals. The second meeting is a discovery meeting where we delve into your financials, estate plans, and tax returns and gain a deep understanding of your financial picture. We then work on building your plan. Once we have presented you with a comprehensive, holistic plan, we begin implementation and start executing your plan.
A high level of communication throughout the process is critical and doesn’t stop once your plan is implemented. We hold periodic meetings throughout the year (in person, phone, or virtual) to learn of any life changes and make sure we are still on course with your plan. We send out frequent e-mails with economic and market updates and other relevant information. We are always here to answer your questions or concerns and pride ourselves on returning calls in a timely manner. We value and welcome our clients’ feedback.
Our first meeting is a private briefing where we learn about you, your family, and your goals. The second meeting is a discovery meeting where we delve into your financials, estate plans, and tax returns and gain a deep understanding of your financial picture. We then work on building your plan. Once we have presented you with a comprehensive, holistic plan, we begin implementation and start executing your plan.
A high level of communication throughout the process is critical and doesn’t stop once your plan is implemented. We hold periodic meetings throughout the year (in person, phone, or virtual) to learn of any life changes and make sure we are still on course with your plan. We send out frequent e-mails with economic and market updates and other relevant information. We are always here to answer your questions or concerns and pride ourselves on returning calls in a timely manner. We value and welcome our clients’ feedback.