200 Prosperity Drive,
Your Financial Plan. It is your unique blueprint that will define where you want to go and how to get there. It’s not a one-time event but an ongoing process that you will use to guide your financial decisions to help you arrive at your planned destination.
We’ve mapped out a holistic approach for every aspect of your financial plan using the Tax-Smart Investing and Tax-Smart Planning Concepts to systematically construct your unique plan.
The Tax-Smart Planning Concepts cover the following areas:
Client Experience Overview
Introductory Meeting. Our initial meeting is focused on getting to know each other, your financial goals and what you want to work towards in the long term. We will set expectations and discuss how we’ll engage with you for ongoing management. If we both feel the relationship is a fit, we’ll agree to move forward.
Data Collection. We will ask you to provide information your current financial situation to build your client profile. This includes your investment goals and experience as well as your time horizon for investing. In this step, you’ll receive documents that detail the products and services that we provide and how we’ll work together
Planning Meeting. We will set a meeting with you to discuss our strategy and recommendations.
Preparing Your Paperwork & Account Opening. Our team will prepare the paperwork to begin implementing our plan and opening your accountsOngoing Client Management. We’ll also schedule regular meetings throughout the year to touch base, review your plan, and prepare and file your tax returns.
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