Step 1: Discovery Meeting
Our process begins with a free 15-minute consultation with you, which can be done in-person at our office or virtually. We use the time to learn about you, your family, your short- and long-term personal and financial goals, and what you hope to gain from working with a financial advisor.
We review your existing portfolio and assess your overall financial situation. We share our process and investment philosophy and discuss whether we are a good fit for each other.
Step 2: Design & Build
Working with Buckingham Strategic Partners and utilizing its evidence-based approach to investing, we will design and build a customized portfolio for you based on your unique situation and risk tolerance.
We build our portfolios with the goal of maximizing long-term growth while minimizing your tax burden.
Step 3: Implementation
We meet to review your customized portfolio, answer any questions you may have, and execute the necessary documents to open your new accounts, transfer assets, and deploy our investment strategy.
Step 4: Protect
We meet at least once annually to review your portfolio and discuss recommendations for ways in which you can help contribute to your long-term prosperity.
We provide quarterly rebalancing of your portfolio and year-end tax optimization strategies. This includes optimizing income from all sources – including investments – in a tax efficient way that can increase the longevity of the plan. Smart rebalancing and distributions can increase philanthropic impact while preparing for legacy objectives.
Step 5: Legacy & Estate Planning
As assets are transferred between spouses and ultimately heirs, we coordinate income requirements, tax considerations, and other intentions with our clients and their tax and estate planning partners.
