Naples Pier

A personal approach to planning for your objectives

Individual investments and the markets fluctuate over time, but as your financial advisors, our role remains the same – to offer you customized guidance and help you make informed decisions that reflect your goals.  To assist you in managing and preserving the rewards of your success, we follow the CERTIFIED FINANCIAL PLANNERTM (CFP®) Board of Standard’s comprehensive planning process to help ensure our clients’ needs are effectively addressed and their objectives thoroughly planned for.

 

1.  ESTABLISH  AND  DEFINE

We begin our relationship by clearly explaining and documenting the services we’ll provide to you, defining both our responsibilities and your own.  Then, we’ll fully explain how we are compensated for the services we provide and establish how we’ll work together to make decisions.

 

2.  GATHER

We’ll ask for information about your financial situation and identify your personal and financial goals. This includes understanding your time frame for results and discussing how you feel about risk.  We’ll also gather all the necessary documents and other information to ensure we’re able to provide the guidance to help you pursue your goals.

 

3.  ANALYZE  AND  EVALUATE

After receiving the necessary documents and information, we’ll thoroughly analyze it to assess your current situation and determine how you can pursue your goals.  Depending on the services you require, this could include analyzing your assets, liabilities, and cash flow, current insurance coverage, investments, or income tax documents.

 

4.  DEVELOP  AND  PRESENT

With a comprehensive understanding of your situation and objectives, we’ll offer recommendations that address your goals based on the information you’ve provided.  We’ll thoroughly explain each recommendation so you can make informed decisions.  Based on your feedback, we’ll revise the recommendations as appropriate.

 

5.  IMPLEMENT

After we agree on how the recommendations will be carried out, we’ll implement your plan.  If appropriate, we’ll also work with your tax, legal, and other trusted professionals to help coordinate your overall wealth management strategy.

 

6.  MONITOR

Once your plan has been implemented, we are committed to monitor it as our relationship continues.  We’ll provide regular performance reporting, meet with you periodically to review your situation, and, as appropriate, make adjustments as your circumstances and goals change.

 

 

“Great things

IN BUSINESS ARE NEVER DONE BY ONE PERSON.

They’re done by a team of people.”

– Steve Jobs