During the first meeting with your financial planner, you can expect a complete assessment of your current financial situation. We’ll ask a number of questions to get a better understanding of your situation – investments, family and personal goals included.
Addressing financial wellness is a journey. We typically meet with our clients quarterly to evaluate changes in their situation, discuss progress, answer questions, and propose appropriate adjustments to their plan.
Investment management is the managing of financial assets and other investments—not just buying and selling them. Management includes developing a short- or long-term plan for obtaining and disposing of portfolio holdings.
People want their money to grow without work, which is why a trustworthy investment manager brings value. The responsibility of an investment manager is to manage their book of clients and guarantee their investment goals are being met or are in progress.