The value we add will be proportional to how much information you share with us.
Our process begins with discovery. With questions, not answers.
Our approach to planning is collaborative and highly customized. A proprietary information gathering questionnaire, which encompasses financial planning and investment strategy considerations, enables us to assemble all the information we need as quickly and efficiently as possible.
Understanding your objectives is key to designing your plan. What is your tolerance for risk? What measure of uncertainty are you able to accept? To what degree are you willing to withstand negative changes in the value of your portfolio?
We’re fully aware that your risk tolerance is subject to change over time, with changes in your age, income, expenses, marital status, family responsibilities and other factors.
However, it is your risk tolerance, along with the objectives we identify throughout the financial planning process that will guide us in designing a customized plan which aligns with your overall financial needs.
Once we have designed your financial plan, we will meet with you again to review your goals, priorities and needs in precise detail to make sure we are in complete agreement on every critical issue.
We work closely with your attorneys, tax advisors and whomever else we deem appropriate so that your plan reflects the best thinking available from every perspective.
What are your financial needs, priorities and goals?
Tell us about how you built your wealth and your tolerance for risk.
Describe your family, your dreams, the future that you envision for yourself.