These bits of information are the most important pieces of information we can learn about you. They tell us what is important in your life, and spell out your goals for your future.
Once these things are identified, we consider the other factors that impact your financial life, including your age, health, family circumstances, income, expenses, assets, debts, liquidity needs, goals, personal objectives, suitability, time horizon and other relevant factors. We take this information and customize a financial plan for you that will continually stay up-to-date.
You will have 24/7 access to your financial plan through our client portal. You will also be able to see performance information on the accounts we manage for you, and other accounts you have with other custodians through our account aggregation technologies.