Our first meeting, is a confidential discussion about your financial situation and what it is you are looking for in an advisor. We will explain more about whom we are and what we're all about. This meeting is more about determining whether we are a right fit for you and are you a right fit for us?
At this meeting we will spend one to two hours to get to know more about you and your financial objectives. In this step, we will need all of your financial statements that include insurance, debts and current investment holdings. We will also go over your cash flow and estate issues and any other financial concerns that you may have. This information allows us to begin formulating financial strategies to best help you achieve your goals.
In this meeting we present you with your Investment Policy and tailored recommendations to your specific financial goals. This document summarizes issues and serves as a template to help you achieve your financial goals and ensures that your investments are done on a tax efficient basis. We then focus on implementing the solutions that are most urgent for you and your family.
You see your dentist, doctor and tax preparer once per year. Whether the markets are good, bad or indifferent, it is important to see your Financial Advisor at least once per year. As your life evolves and circumstances change, your financial strategies may need to adapt. Regular communication is imperative to ensure you are on track and to verify that your plan is achieving your goals that you've set out for yourself.