This is the critical first step in building a long-lasting financial partnership: listening, learning, and getting to know you. By using our SmartChoice Wealth Strategy, we'll review your current financial situation, ask you questions about your life and use your answers to guide our plan and process. This step is about figuring out where you are now, where you want to be, and everything in between.
Next, we begin developing and finalizing your plan, drafting an investment policy, and agreeing on strategies to build and preserve your wealth. Once we have a clear picture of your objectives and the key results we need to achieve together, we will keep you on track for the upcoming year and plan for long-term success.
An important part of our ongoing relationship is being an interactive partner. We check in with you between meetings to make sure everything is going as planned or if there are changes we should be aware of. We manage your investments in accordance with your personalized investment policy and report progress toward your goals. We also provide ongoing tax planning and preparation. We make this journey together and acknowledge the trust you place in us as your partner by being always available available to you.