We begin with a conversation so that we can determine how to serve you best. We will look to understand what brought you to Adviser, your needs and expectations, and some basic information about your financial situation.
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After we learn more about you, we’ll match you with the ideal advisor for your unique circumstances. Your advisor will work with you to discover what’s important to you, your personal and financial goals, your riskThe probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. comfort level and any other information relevant to crafting your custom-tailored wealth management plan.
Together, we’ll develop a robust financial plan that addresses your current and future needs. Our aim is to enable you to live the life you intend to live, support and provide for your loved ones and be intentional about your legacy. This plan will guide and shape our investment approach.
Next, we’ll review our proposal with you to ensure that you understand and are satisfied with your strategy. We’ll consider the best way to allocate your assets to provide a risk-managed road map to your goals.
Moving forward, you can expect regular communication, timely reports and constant monitoring of both your portfolio and your progress towards your financial goals. We view your financial plan as a living, breathing document that can react to life events.