The majority of my clients are retirees, high-net-worth individuals, and business executives. We all find transparency to be extremely important and the backbone of our relationship.
Building Our Relationship
In order to build our relationship, we will begin with a confidential questionnaire that allows us to get to know each other. During this time, I will walk through everything that may be important to you, gain an understanding of your financial needs, and explain the various services available to you to help you address those needs.
Once both parties are comfortable to move forward, we will typically meet quarterly to evaluate your financial picture and provide periodic reports, as well as update each other on life events. Some clients prefer to meet more often, but we will meet at least once a year at the minimum. These meetings can be either in person or by phone, whichever you prefer.