My Process

Our Initial and Ongoing Meetings

Clients can expect that they will be the center of my attention when it comes to establishing a long-term plan and setting up realistic goals.  They can expect that I respect my role as their advocate, that they can rely on a high level of care, and that there will be full disclosure at the front end of the relationship in terms of what I will do, how I will do it, how I price my services, and how often I expect to communicate with them.  Furthermore, my clients will be made aware of the vast resources of our firm and the many capabilities and services that will be available to them throughout the relationship.

 

Monitoring and Adaptation

What you can expect during each follow-up meeting:

  • Any development from our last discussion
  • Review of your invested assets, which include portfolio analysis, gains/losses, and performance
  • Discussion surrounding the markets

My staff makes periodic contact on administrative issues while I am tasked with the regular investment communications.  Each month, I also author a four-page letter (that is distributed to all clients) that continuously addresses current market events.

I work hard to stay in contact with all clients and will periodically ask if an updated review is appropriate.  I also ask my clients to reach out to me whenever there may be a life-changing event, such as the loss of a family member, divorce, sale of a business, entry into convalescent care, etc.