Initial Meeting
During our initial meeting, we must gather all relevant information regarding your complete financial profile, which includes:
- Assets
- Liabilities
- Current Income
- Current Expenses
- Insurance Coverage
- Pension and Social Security Estimates
- Risk Tolerance
- Goals, Objectives, and Concerns
Follow Up Meeting
During our second meeting, we will present a comprehensive financial plan that encompasses the following items:
- Personal Balance Sheet
- Retirement Analysis
- Cash Flow Analysis
- Insurance Analysis
- Investment Recommendations
- Estate Planning
Implementation and Ongoing Service
We pride ourselves on concierge-level service. Once the plan has been implemented, services include but are not limited to:
- Annual meetings to review plan progress (additional meetings available by request)
- Phone and email support available Mon-Friday 9 am to 5 pm
- Investment monitoring, rebalancing, and tax harvesting
- Behavioral coaching
- Online client portal with external account aggregation
- Encrypted digital document storage