Wealth management is simple at its core. It involves determining what is truly important to you and developing a realistic strategy that can help you pursue those things. Our responsibility is to provide the focus you need by removing the complexities of financial planning and simplifying things so decisions become easier and your goals and realities unite. To do this successfully, we work side by side from the very first meeting and remain in constant communication.

Initial Meeting

Objective: Get to know each other.

• What issues are most important to you?
  
• What are your goals and dreams?
  
• What do you need your finances to do for you?
  
• Is our process a good fit for you?
  
• What questions do you have?

Discovery Meeting

Objective: Gain a complete understanding of your objectives.

• In-depth discussion of your specific objectives.
  
• Gather the necessary information to formally begin our goals-based planning process.
  
• Employ state-of-the-art wealth management systems to create a plan that fits your risk tolerance, time horizon, and investment objectives.
  
• Put you on a clear path to pursuing your financial goals.

Recommendation Meeting

Objective: Present investment strategies and wealth management plan.

• Share specific recommendations and the custom wealth management plan we’ve created for you.
  
• Make needed adjustments on-screen and see in real-time how different goals and scenarios may affect your financial future.

Wealth Management and Review Meetings

Objective: To review performance, measure results, and keep clients informed.

• After the initial implementation of your plan, we meet to review how to use our system to access your accounts, gather information, and use the educational tools we offer our clients.
  
• Regular scheduled planning reviews throughout the year to check your progress, revisit accumulation or withdrawals, and rebalance your portfolio if necessary.
  
• Meetings as often as needed and direct access to your advisor.

On-Going Support

Objective: Communicate, educate, and provide service that exceeds expectations.

• 24/7 Online access to your accounts and our wealth management system reports
  
• A secure personal website with access to the private digital vault
  
• Weekly market commentary and updates
  
• Monthly educational newsletters
  
• Monthly statements from LPL Financial
  
• Meetings, emails, and calls at your request
  
• Client education and special events