The Planning Process

Our objective is to understand clients’ needs and desires, so that we can make the most appropriate recommendations for their unique situation. This is achieved through an ongoing dialog that enables us to better understand where a client is coming from and where a client wants to go.


Open Communications

Two-way communication is of paramount importance.We want to thoroughly understand a client’s current financial situation so we can make appropriate recommendations.  To make sure we are always on the right path, we keep the lines of communication open so adjustments in strategy can be made in a timely fashion as client goals change.

Wealth Vision

Our clients enjoy the benefit of Wealth Vision, which is a state-of-the-art client portal that gives 24/7 access to personal portfolios. With this portal our clients can track performance over time and make new recommendations when appropriate. 

Other benefits include:

• The ability to view all accounts in one place
• Daily updates on portfolio values
• Safekeeping of all financial documents
• Alerts and alarms for changes in a portfolio
• Remote collaboration
• Privacy protection.


    Partnership

We view client relationships as important, ongoing partnerships. Our clients’ goals are ours goals.

We use our experience and expertise to enable clients to pursue their financial goals while assisting them in avoiding the pitfalls that can come along with investing. Clients tell us what they want to achieve and we do everything we can to help make that happen.

We focus on the day-to-day events that take place in the financial markets that can affect any investment vehicle. We keep our clients informed about any relevant developments as they happen. We emphasize the importance of open and ongoing communication between clients and advisors to solidify a successful partnership.