In person interaction is very important while developing and managing a successful financial plan. The more we know about you and the better we understand you as a person, the more accurately we can provide you with advice and ongoing support. We also understand that your lives are getting increasingly hectic. As your financial advisor we will remove some of the stresses from your life, not add to them. We design our client meetings with that in mind, offering the ability to meet in person, via video conference or over the phone. We do hope to meet you face to face as often as possible but are also realistic in understanding that some meetings can be just as effective over the phone or using video.
Getting a snapshot of your financial lives should not be a complicated undertaking. Viewing your investments, performance and holdings should be quick and easy. We have a client portal that is easy to understand and navigate, providing you with all pertinent information about your investment holdings. It also gives you the ability to view assets not held or managed by us so you can get a full picture of your entire investment lives in one place. This also allows us to understand what you are doing outside of our relationship so we can better integrate those holdings and strategies into your financial plan.
We offer the ability to go as paperless as possible. We have implemented processes to help streamline the account opening process and the delivery of confidential information. Using resources like Docusign and a client portal that allows you to easily share documents, we have eliminated the need for wasteful paper mailings that rarely get opened anyway.