17739 Main Street,
Possible Planning Curriculum:
Client Goals: To delegate analysis and decision making to a trusted advisor regarding all aspects of holistic financial life.
These clients see total wealth management as the ability to have their financial lives planned completely in a thoughtful manner, removing the burden of worry.
Our Comprehensive Wealth Management Service provides total management of clients wealth. Investment, advice and estate planning issues.
We will review, on a quarterly basis, all financial issues relating to:
Client Goals: To delegate investment decisions to a trusted advisor who has the experience and resources to manage investments in clients’ best interest, in line with their goals.
These clients see investment management as a way to reach financial goals, but free up time.
Our Confident Investor Service is designed for clients seeking investment services only through a fee-based investment account.
We will review goals and risk tolerance parameters, as well as maintain all aspects of the investment accounts. We will provide an annual investment review to make sure your goals are still aligned with your investment strategies.
Client Goals: To address specific financial issues such as:
These clients want guidance on specific solutions for a specific situation or goal.
Our Collaborator Service clients have more limited or simple needs. They may have questions about specific issues or products that we can help establish or resolve.
We will engage in an initial review to determine the scope of the project or questions. The engagement ends once the product is established/question is resolved.