First step is to get to know you and your feelings towards investing and your financial situation.

 I want to understand your goals and priorities and keep track of on-going changes so they can be reflected in your investment approach.

We will use state of the art electronic account opening and asset transfers and walk you through on-line and mobile app set up and access. Administration support and follow up will be timely and professional.

Focus on areas that go beyond investments such as; gifting strategies (donor advised funds), corporate benefits review (concentrated positions), Liquidity needs (loan management account), insurance needs including long-term health care and asset protection.

Scheduled quarterly or semi-annual review meetings. Portfolio/asset allocation adjustments and rebalancing. Client goal review and plan adaptation.