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The wealth & risk management lifecycle requires a good foundation, as well as ongoing nurturing. With Julie’s affable yet efficient onboarding process and her thorough periodic reviews, success goes beyond the traditional market gains; embracing a deeper financial understanding, having a solid plan and establishing the comfort in knowing you are working as a team to achieve your financial goals.
Wealth & Risk Roadmap
Uncover your current + future financial needs and expectations; assess risk, evaluate time horizon and set goals.
Investment Portfolio
Create a thoughtfully tailored and complimentary portfolio based on proper research that is managed and monitored frequently.
Estate & Retirement Plan
Establish your retirement + your legacy objectives through succession planning by using various investment vehicles.
Medical Assessment
Coordination of in-home or clinical medical assessment, medical history and clarification on the insurance rating system.
Lifetime Pulse Check
Consistent discussions around financial education; monthly portfolio monitoring, quarterly exchanges and personal client touchpoints; semi annual and annual reviews.
