A Fresh Approach

In our first appointment together, we will introduce ourselves and walk you through our process. We’ll discuss the details of your current plan and your feelings toward it. We’ll determine if our process aligns with your needs and how we might best work together. We’ll also review mutual expectations and next steps with you so we’re all on the same page.

After learning more about your goals and vision for the future, we’ll do the research needed to find custom solutions that are right for you. We’ll discover the best options to support your success.

We will design a strategy tailored to your needs. Together, we’ll review the options, explore how each element plays a role in meeting your goals, and discuss the next steps. We’ll answer all your questions and ensure you understand the products we are recommending.

We’ll take care of everything needed to implement the strategies we’ve agreed to put into motion, including completing all necessary paperwork. Our team will handle all the back-end administration to make the process as painless and stress-free as possible. Once everything is set up, we will review what has been implemented and explain how you can monitor progress.

We’ll provide regular reviews and meet with you to discuss performance, updates and changes. Meetings could be quarterly, semi annually, annually or every few years depending on the complexity of the program and the level of involvement you wish to have. We will regularly review the risk planning strategy to ensure your needs are still being met, as well as the investment strategy to ensure the portfolio design is in line with your goals. We’ll ensure that ongoing modifications are made to help you achieve success.