Larry Zuckerman

OUR PROCESS

Step 1. Building a Relationship

In our initial meeting, our goal is to get to know you while allowing you to know us in return. Every client is unique. We want to listen and learn about you and how we can best serve your financial needs.

Step 2. Gather Client Data, Including Goals

The next step in the process is for us to build a complete and accurate picture of your specific financial situation and goals. We will work together in defining your personal and financial goals and understanding your time frame for accomplishing these goals.

Step 3. Analyze and Evaluate Your Financial Status

Once your financial information has been obtained and your goals have been defined, we’ll go to work to create a personalized financial plan that tailored to accomplish your objectives. Among other things, this might include a review of your investment portfolio, the creation of a retirement strategy, or perhaps an analysis of your current tax and estate plan.

Step 4. Develop and Present Financial Planning Recommendations and/or Alternatives

After your plan has been prepared, we’ll meet with you to discuss the strengths as well as the weaknesses of your current plan, as well as providing you with our professional recommendations on how to best accomplish your goals.

Step 5. Implement the Financial Planning Recommendations

Once we’ve thoroughly discussed your objectives and recommended strategies to accomplish those objectives, we will work closely with you to help implement those strategies. This may mean working with your attorney, CPA, or other professionals, as well as with our firm, to help you implement your wealth management and financial planning strategy.

Step 6. Monitor the Financial Planning Recommendations

You will never be alone in this process. Together, we will monitor progress toward your objectives, and we’ll work closely with you towards the accomplishment of your long-term financial objectives. This includes twelve scheduled contacts a year, including four quarterly meetings and two in-person appointments, ensuring we provide the high level of personalized service that you deserve.