In a new area, without a map, you would find yourself driving with no sense of direction. Similarly, in financial planning, if you have a financial map, you have a clear directions towards your goals in life. Together with you, we understand your needs and wants and then tailor a step-by-step plan for you to achieve your financial dreams.
First meeting: We meet you for a mutual understanding, and we share with you what we do, how we do it and why we do it. At the meantime, we listen to your thoughts, and then we decide when we are going to meet again.
Second meeting: You share with us your short-term and long-term goals, and we take a x-ray on your financial life to find out your needs, concerns and wants. After we gather your financial data, our financial team analyzes it together to tailor a plan to help you achieve your goals.
Third meeting: We present you our recommendations based on your data, our analysis, experience and knowledge. We will refine the plan until it fits you. Then, we implement the plan for you by allocating your assets into appropriate areas.
Review meetings: You should meet with your advisor, at least, once a year to update your plan because your financial status may change, the financial market may change, or your goals may be changed.