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We have a four-step management process, PAIR² with an in-depth discovery meeting to discuss what you want your assets to accomplish for you and your family.
We work with you to identify priorities that are important to you and unique to your circumstances. Together, we develop a step-by-step, long term strategy that we will monitor and adjust to ensure that the plan consistently reflects your goals.
PP Develop a personalized plan for you
AA Recommend an asset allocation mix based on your investment personality
I I Choose investments implementing your strategy
RR Meet with you for regular reviews to monitor your progress
In this ongoing relationship we revisit the financial planning topics with you, or in consultation with your legal and tax advisors. These discussions support the delivery of personalized wealth management and ensure the execution of your vision for your financial life. We specialize in working with single women, retirees and soon-to-be retirees. Topics we address include: