Our Approach Picking a Financial Advisor is starting a relationship. To ultimately reach solutions, it’s important to be comfortable with each other and come to some mutual understanding of process, expectations, goals and dreams. There will be an introductory meeting or perhaps a couple of meetings. The meetings are framed by asking two questions: “what’s important to me?” and “it’s been 5 years, I am so happy that I accomplished?” If it is decided that we will move forward together addressing these questions, we’ll define the process to make a plan. The plan will be organized around a few core themes: protect, accumulate, preserve and distribute. If you are in a Special Needs family every one of these themes is affected by your circumstances. To get a true snapshot of planning to date and goals for the future we’ll need to share lots of data. Once gathered the data needs to be analyzed. Observations, Options and Recommendations will be presented. We hope to have the opportunity to implement the recommendations. The only constant in time is change. We will set a schedule to remain in good contact to proactively respond to any changes in life that may cause an adjustment to planning.