During our consultation we will learn all about your goals, dreams and needs. We want to understand where you’ve been and where you hope to be in the next 10, 20 and 40 years. Our goal is to build a relationship with you and your family that lasts throughout your lifetime. Once all of your financial questions are answered, you will gain confidence that you are on the right track and that you are doing everything possible in order to achieve your goals.

Depending on your needs and goals, we can determine the best way to work together. For complex clients who have competing goals and priorities, we develop a comprehensive wealth plan to encompass all. We manage your investable assets in a way that makes sense for you. For young professionals who may not need an entire financial plan yet, we offer hourly meetings to develop strategies and goals together. We make sure your financial planning evolves right alongside you.

After we have gotten to know you and your situation, we will develop your wealth plan and give you recommendations and action items. Our wealth plan covers financial condition, asset allocation, tax planning, risk management, education planning, retirement planning and estate planning. We use the financial plan throughout our entire relationship and update it multiple times per year. We believe the wealth plan is the foundation of our relationship and your future. We make sure your assets are titled correctly, emergency fund is prudent, savings are in the most appropriate vehicle, retirement income aligns with your goals, risks are minimized, and more after carefully studying your situation.

After we create a personalized wealth plan for your unique situation, the most important part is to implement your recommendations and action items. The critical advantage of our partnership is that we help you to implement it all. We will hold you accountable, check in and encourage you to make the necessary changes to reach your goals. Our relationship is two-sided and goes far beyond managing your investments. We build your portfolio with a thorough understanding of your entire picture.  We consider all of your holdings and accounts in making determinations to keep or improve investments based on your best interest and suited to your risk tolerance and goals.

As our client, we are constantly monitoring your portfolio and your wealth plan. We will connect with you on a regular basis through newsletters, phone calls, events and one-on-one reviews. You will be proactively informed of new information that impacts you, like new Acts passed by Congress or changing financial climates.  We are your go-to resource for all of your financial questions. We will check in with you and expect you to do the same whenever your financial life shifts. Our clients are a part of our Bloom Wealth Advisors family and we are always just a phone call or an email away.