Gaining a clear understanding of your life goals is the first step.
Gaining a clear understanding of your life goals is the first step in the advisory process. We will spend time getting to know you, your interests, preferences and values. We will begin by reviewing your overall financial picture, including family status, income level, current assets, investment objectives and risk tolerance.
A comprehensive checklist is used to discover where you are and where you want to go. You will be guided through a discussion which may include family members and other professional advisers such as CPA's and attorneys. We also compile and analyze existing insurance and estate-plan information.