Process & Services

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.

The Process

Information & Imagination: Fact finding and info-gathering via genuine conversations. This is the time to DREAM big!
Innovation: A HOLISTIC view on all aspects of wealth including establishing a well-rounded plan to include protection, capital appreciation and legacy planning.
Integration & Implementation: The technical jargon and documents to support your action plan – cue up your DIGITAL signature.
Inspection: Monitoring and reviewing your plan and making sure you CELEBRATE those milestones.

Investment Services

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.

Process & Services

The Process

Investment Services

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