We conduct a personal interview with you to obtain the background data needed to develop your plan. If appropriate, we also consult with other professional advisors, including your attorney and tax advisor, to understand all pertinent details of your financial circumstances.

Our second meeting is designed to develop a shared vision of your dreams. We will prepare a comprehensive presentation for you to consider, and you will have the opportunity to raise questions and confirm the interpretation of your investment goals. We will then review specific investment recommendations for you approval.

We believe it is imperative that you understand and are comfortable with your investment strategy. Once I have worked out the details with you and received your approval, we will put your plan into action.

Investing is not a one-time event. Rather, an investment plan requires continual evaluation to ensure that it stays on target. Your plan will be reviewed regularly, and the allocations within your portfolio will be rebalanced as necessary based on changes in the markets and in you life. Once your plan is in place, you will receive monthly statements, quarterly valuations of your portfolio and an annual tax summary.