Our mission is to assist you in making smart decisions about your money. To do so, we utilize a systematic consulting process that helps us specifically focus on three key success factors:

1. Understanding your true financial goals
2. Creating the best possible plan for working toward those goals
3. Staying on track at each step of the process

The Custom Wealth Management Process is based on a series of five meetings:

The Discovery Meeting

At our initial meeting, we’ll conduct a discovery interview. This will identify the challenges you face in working toward your financial goals. We’ll look at where you are, where you want to go and how we can increase the probability of getting you there.

What to bring:

• Last two years’ tax returns
• Current bank, mutual fund, brokerage and retirement plan statements
• Current life insurance policies and statements
• Any wills or trusts
• Any other documents that would help us to fully understand your financial situation

The Investment Plan Meeting

At this meeting, we’ll present a complete diagnostic of your current situation and recommendations for how we can bridge the gaps in order to work toward your goals. This plan will form the foundation for all of our work together.

While you may be tempted to implement your plan immediately, we’ll wait until you’ve had time to thoroughly review it. We’re looking for a lifelong relationship, so we want to be sure you’re completely comfortable with every step of the process.

At this point, we’ll be ready to make a mutual decision about whether working together can add significant value and whether we should proceed. If we both choose to work together, then we’ll commit to each other to work toward achieving your goals. We’ll also execute the documents necessary to put your wealth management plan into process.

What to bring:

• Any questions or concerns you have regarding your investment plan

We’ll help you organize all the account paperwork that you have received in a notebook that we provide. We’ll also answer any questions you may have so that you understand exactly what is happening with your money.

What to bring:

• All the new account paperwork that you will receive in the mail
• Any questions you may have regarding the execution of your investment plan

These meetings, which we’ll schedule at intervals convenient to you, give us an opportunity to systematically address all aspects of your financial life. They also allow us to review your overall progress toward your long-term financial goals.

What to bring:

• Any questions you may have about your progress