2. If we think we may be able to help you, we’ll schedule a complimentary meeting get to know you consultation to evaluate your needs in more detail and determine what we can do for you. We ask you to fill out a more detailed Financial Questionnaires and gather needed documents. This information helps us get a sense of your complete financial picture and develop an effective plan for you.

3. Once we’ve both agreed to move forward in a formal client/advisor relationship, you sign an Investment Advisory Agreement that includes a description of services we’ll provide and the fees we’ll charge and we begin our official work together.

4. During this meeting we will begin to create your financial and wealth plan. We also begin to address in more details the other pieces of your financial life.

5. We deliver a financial plan or investment policy statement that is tailored to your specific needs. We help you implement the recommended action steps and continue to work together to address your ongoing needs and changing circumstances.

FINANCIAL PLANNING + INVESTMENT MANAGEMENT=WEALTH MANAGEMENT

Pamela believes it is critical that you work with a financial planner that not only listens well and asks the right questions but one that you believe will meet and (hopefully exceed) your expectations.  It is also important that the financial planner take a holistic approach to your financial picture and puts your needs first.  Pamela’s process is designed to provide the highest level of service to her clients.