Getting Started

At the outset of our engagement, we review all of your pertinent financial information and documentation, account statements, tax returns, wills and trust documents, insurance policies, and employee benefits information.

We will then meet with you to discuss your personal priorities, family matters with a financial dimension and other important goals. After we have completed a comprehensive review, analysis and evaluation of your financial position, we will prepare a personalized Financial Management Report. Your Report contains recommendations in each important area: investments and portfolio construction, estate planning and insurance matters, retirement planning, college funding, mortgage refinancing/debt restructuring and other relevant matters.