Please ensure Javascript is enabled for purposes of website accessibility

How do I get started?

Just give us a call and let us know you’re interested in getting the ball rolling.

In preparation for our first meeting, we’ll begin with a brief telephone interview aimed at understanding your current situation and goals. At the first meeting, which usually lasts an hour or two, we will review your Confidential Client Questionnaire, go over our investment approach, and begin to map out how our investment philosophy could best benefit you. This meeting is an opportunity for you to ask specific questions about our process and the firm. At this point, if you want to proceed with the Investment Plan or Comprehensive Financial Plan, we’ll ask you to provide information on your goals, your current asset allocation, and any stock option shares or grants you may possess.

At the second meeting, we will review your Investment Plan. We’ll spend two-to-three hours discussing your net worth, your cash flow, your long-term investment picture, and the historical performance of the markets. We will then design an investment portfolio based on your short- and long-term goals and your tolerance for risk. We will also provide a written summary of conclusions that incorporates any changes we make in the second meeting, as well as an asset allocation.

If you like our investment approach, we will then discuss Investment Management services. Our IM services allow our firm to take over the responsibility of implementing and monitoring your investment portfolio. We use mutual funds that meet our selection criteria, including low-cost funds, institutional funds, and index funds (in certain asset classes only), as appropriate. We will provide you with an investment policy statement that specifies the asset allocation that you have chosen and allow you the opportunity to fine-tune the plan before implementation.

After initial implementation, we will be available for telephone or e-mail questions and conversations. You will receive quarterly performance reports, and we will meet at least once a year to review your current goals, objectives, and dreams.

Comments are closed.
Preserving the Wealth of Successful High-Tech Community Members
×
Preserving the Wealth of Successful High-Tech Community Members
×
The BE WISE Planning Strategy
×
The BE WISE Planning Strategy
×