We invest the time required you to develop a relationship and fully understand your needs, fears, and what you aim to accomplish.  In each meeting, we outline your expectations of us and what you can expect.  We work to fully diagnose and understand your challenges, tolerance for risk, investment experience, time horizon, and relationships with and attitudes around money. 

As things change, they adjust with you.  This may be a periodic review of your portfolio with you or may include making adjustments to your investment objectives as things evolve, such as the birth of a child, an unexpected financial windfall, or planning for an early retirement.