During this process, there is complete transparency with regard to fees, responsibilities, and next steps. We will discuss in great detail the best structure for your individual situation before we decide to proceed. Our desire is for a comprehensive strategy for your financial plans and a relationship that is tailored to your needs.
Recommend and implement strategies that will aim to get you from where you are to where you want to be.
Consistently monitor your strategy to ensure it remains appropriate for your goals and provide honest feedback about your progress.
Communicate with you to determine what changes may be occurring in your life that would require us to re-formulate your goals and/or modify your strategy.
The most significant value we offer is remaining an objective, trusted source of advice that will give you the information and confidence you need to adhere to your financial plan and to remove emotion from prudent financial decisions. The biggest determinant of your long term investment success will not be the economy or the markets, but rather it will be your behavioral reaction to them.