The Process

process The first and most important step in the investment consulting process is Discovery. We will help you
clearly identify your short- and long-term investing goals, tolerance for risk and wealth management needs. Perhaps you have always wanted to purchase a second home, start a new business or establish a charitable foundation. Whatever your needs may be, we can help you get there by defining your investment objectives and then customizing a portfolio designed to address your unique situation.

Discovery About You

  • What are your hopes and dreams?
  • Are there investments you’d like to avoid as a matter of principle?
  • What are your income needs?
  • Do you have any specific tax considerations?
    What sort of risk and return characteristics are you looking for?
  • Do you have any short-term cash needs?
  • What other investments do you have?
  • What has your experience been with other financial advisors?