Goal Identification

Work with a Wealth Advisor to Identify your Goals

During your initial meeting(s) with your wealth advisor, you will get to know one another at a deeper level so your wealth advisor can help you identify what to improve, develop or change as it relates to your wealth. By reviewing your completed confidential client profile, your wealth advisor will be able to determine your risk tolerance and time horizons as it relates to your investment portfolio construction. Your long-term financial goals and objectives will be identified to set the foundation of your wealth plan.