Learning About Our Clients
Our unique process is based on obtaining a deep, multifaceted knowledge of our clients and their financial circumstances. We want to understand their interests, values, and what motivates them. Below are some areas we discuss with our clients in order to determine the type of planning needs they have and the solutions that are appropriate for them.
- Your interests
- Your personal relationships
- Your goals and concerns
- Your professional relationships
- Your preferred method of communication
The benefit of our unique process is that we apply this information to determine current expenses and liabilities, along with future financial goals, lifestyle aspirations and plans for leaving a legacy to family or charity.
STEP 2: Custom Planning Analytics