The Financial Advising Process
As your financial advisor, my goal is to understand your current financial situation and create a personalized investment strategy based on proper asset allocation, diversification and socially-responsible investment strategies, if applicable. I work with you closely throughout the process, keeping you informed and in control of your portfolio. I want you to be fully informed about the progress of your portfolio in meeting your goals.
In order to keep the lines of communication open, I have created the planning process detailed below.
Introductory Meeting
The first meeting will allow us to get to know one another. We will discuss your investment history and any obstacles or fears that might have hindered you in the past. I will explain the philosophy behind my planning strategy and we will see if we are a proper fit.
Discovery Session
Many times the discovery session coincides with the Introductory Meeting and it is exactly as it sounds. We take an in-depth look at your finances, your goals, your risk tolerance and your passions.
Investment Proposal
Once I have a clear understanding of your financial outlook, I create a customized financial plan tailored to fit your goals, risk-tolerance and passions.
Implementation
Once you have had a chance to review the plan and ask any questions, we implement the plan. We will sign all necessary documents.
Quarterly Review
Each quarter we will review your portfolio to ensure the portfolio is on track toward achieving your goals. Also, we will discuss any changes in circumstances that could impact these goals and modify your investment strategy accordingly.