If I hire you, what should I expect?
If, at the end of the Discovery Process, you decide to hire us, then you should have several expectations. We will provide on-going and flexible advice that adjusts to your current life events and financial goals. Additionally, we provide continuous portfolio management and rebalances to make sure all accounts are allocated according to the target allocation. Lastly, we developed a client interaction calendar that helps us communicate important topics and action items throughout the year.