Our first and foremost priority is establishing a strong relationship with you so that we can build upon it together in a meaningful way throughout the wealth management process.
Your Personal Financial Organizer (PFO) is an important document that summarizes your current financial circumstances, highlighting:
The PFO is a working document that, together, we will keep up to date and modify as your financial situation evolves. It provides a summary of what we have done together in the past, what we are currently working on, and what needs to be addressed in the future. The document is designed to provide a clear and precise summary of every aspect of your personal wealth management process.
Our participation in the implementation of your PFO is essential. Full and timely disclosure of your financial situation enables us to make accurate recommendations.
In addition, the PFO will help us coordinate the efforts of other professionals (accountants, attorneys, etc.) that we choose to consult as part of our wealth management process.
The PFO is a valuable tool in communicating your situation to concerned and relevant family members.