How We Work
Our process begins with a Mutual Discovery Meeting. By appointment, you're welcome to come in and visit with us for a while. In that Mutual Discovery Meeting we'll ask you to outline your financial goals - and to tell us what your investment portfolio is intended to do for you. More so than to discuss investments, the Mutual Discovery Meeting is intended to help us gain a clear understanding of your values, your relationships, and what you are seeking to accomplish financially – and to that end, discovering how to help you get there.
Once we understand what is most important to you, we'll review your portfolio with you, as it relates to the achievement of your most deeply-held goals. If we think your financial plan and your investments continue to be well-suited to your long-term goals - we'll gladly tell you so. If, on the other hand, we think some of your investments and your long-term plan for your assets no longer fits with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.
We work with a limited number of clients by design, so we appreciate your willingness to spend some time getting to know us a bit. We're certain that while meeting with us, you'll quickly realize that you're in the company of heavily credentialed professionals that care about their clients as people.