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Private Consultation
We work with clients one-on-one in our offices or by telephone. Using best practices financial technology, we can analyze your current portfolio and get a picture of your financial health. During consultation we can help you:
- Define your investment philosophy
- Outline goals
- Learn to measure risk
- Understand the costs associated with investing
- Teach the efficient market theory (which is the basis of your portfolio management)
- Be a sane sounding board to counter the media, family or other influences that make you question your path
Coaching Consultation
Wealth Coaching includes phone sessions and unlimited e-mail for all our clients. Some challenges we cover in your initial consultation session may include concerns such as:
- Your retirement plans have become uncertain in these economic times.
- You need an objective point of view
- Your own financial life is in chaos and you don’t know where to begin.
- Difficulties brought about by your adult children in financial distress.
- Teaching financial responsibility to your teen.
Like private consultation, we are an educated partner that guides you through the phases of your financial education to help you attain a solid foundation for life-long financial health.
