Products and Services
SERVICE YOU DESERVE
Professional management, world-class technology, and transparency, at a reasonable price
Products include:
- Stocks
- Exchange-Traded Funds
- CD's & CD Alternatives
- Mutual Funds
Services include:
- Retirement planning
- Socially-Conscious Investing
- Tax-Advantage Investing
- And more
WORKING TOGETHER
The Planning Process
1. Introductory Meeting
- Review individual’s investment experience and financial goals
- Review financial planning expectations
- Present short summary of my background, experience and investing beliefs
- Investor profile/discussion of investor temperament
- Discuss advantages/disadvantages of various investment options
2. Follow-Up Meeting – Proposed Solutions
Presentation of draft of personalized financial plan including:
- Assumptions
- Investor goals
- Recommended investment discipline & criteria
- Alternative investment/financial planning ideas
- Detailed breakout of all costs
3. Next Steps
- Amend draft of financial plan as needed
- Implement plan
- Monitor accounts including all advisory accounts
- Establish accountability
- Review