We start with you. We want to understand your unique situation, goals and dreams. Then we go to work analyzing various portfolio allocation scenarios to show you the best possible options for an optimal future. This initial assessment is an integral first step, as it will help us to get to know you and it will give you the opportunity to understand how we work with our clients.
We then prepare additional ‘scenarios’ to discuss your likes and dislikes. We take this process very seriously and we will never rush you into making a quick decision. Our goal is to educate you as deeply as you would like to go before we ever request a formal agreement to work together.
We use a technique called the Prudent Investment Process to help us get you started.
For Massachusetts Residents, please click here for applicable fees and disclosures.