Getting Started

1Initial Meeting and Data Gathering
The initial meeting, either in person or on the telephone, will allow us to begin to develop an understanding of your long-term goals. Information and documents will be requested either prior to or during the meeting.

2Analysis of Your Financial and Investment Status
Depending on the matters raised during the initial meeting and your questions, your financial and investment information will be analyzed and a report will be prepared. While your report will be customized to meet your own unique need and questions, most include:

  • An analysis of total investment holdings, with recommendations for changes in diversification and individual investments, and
  • A forecast of expected retirement expenses and income, which is useful whether you are working or retired.

3Follow Up Meeting
Once you have had an opportunity to review the analyses, an in-person or telephone meeting is arranged to review your overall financial status and to address your questions.




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