Coron, Philippines
Our Approach
When it comes to financial planning, there is only one person that matters: You. As the driving force behind the process, you’ll have a better idea of where you stand, where you’re going and how you’ll get there. We’re here to understand your goals and help keep everything on track. Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it.
Assess
We begin simply by getting to know you through an introductory phone conversation where we will also describe our services and answer any preliminary questions. Then through an in-person meeting, we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. During this “onboarding” process, we will make you fully aware of our capabilities, services and fees. We want to be sure that we are a "fit" for each other!
Design
Once we have a full understanding of what you want, we can begin designing a fully customized plan for your short- and long-term goals. We will review the plan together and make adjustments as needed. We then present and educate you on investment recommendations that will be used to implement the plan and answer any questions. We want you to have a good understanding and feel confident about the plan that we've created together.
implement
We put your financial plan into action. We select the specific account types, investment products and services identified in the design stage and build your portfolio to your specifications. We work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure the safe and fast transition of assets to your new account. Once the accounts are set up, we will show you how to easily view your accounts and access your statements online.
manage
Life is constantly evolving and we want to be sure that your plan evolves with it. Once your plan is implemented, we continually monitor the progress of your financial plan to ensure that you're on track. But your involvement remains crucial. As life happens and you experience a change – marriage, birth, a new job, an inheritance – we can discuss how your changing situation impacts your financial plan. This is where we’ll recommend and make any necessary adjustments to keep your plan moving forward.