As a fiduciary, our client’s interests are our first priority. Recognizing that all successful investors have a plan and a strategy to meet their financial goals, we begin our client relationships by exploring the details of your specific financial situation. At the onset of our conversations, we bring to light any questions or concerns that you may have, address any problem areas that exist or may come about, and move in a direction that allows us to clarify your expectations for the future. This first step is one of great importance. We are often able to identify risks that you may be unaware of, or identify portfolio inefficiencies that otherwise create a drag on your performance. The more prepared we are with information regarding your specific situation, the more capable we are at building a plan to help you maximize your portfolio’s ability to meet future needs.