My process involves confidential quarterly reviews by phone, e-mail, or in person (whichever mode is preferred by each client). These quarterly reviews provide clients with my perspective on the overall economic environment, a review of their individual investment portfolio, and recommendations to keep their portfolio on track.

As life changes, I meet clients for more thorough reviews where we adjust investment plans to reflect changes in a client’s life circumstances. I also regularly recommend transactions between scheduled reviews, since financial markets are dynamic. I am in contact with my clients on a regular basis, providing personal guidance, support, and encouragement.