How We Do It
Throughout the financial planning process, we never lose sight of one essential element – personal service.
Our process is simple. We begin by really getting to know you and help translate that into your wealth management needs. We gather your financial information and talk about your goals. What do you want your money to do for you? What do you want to do with your money?
Together we develop a strategy to help make your picture come to life. Then we decide how often to review your plan in order stay in a position to work towards your goals.
We prefer an active style of management – which is less common than most client portfolio management approaches. Active management allows us to respond to market trends with the flexibility to make changes daily if appropriate. It is responding in real time vs. reacting to what's happened already.
You have online access to your information at all times and we are always available in between reviews to reassess or make changes as necessary.
We want this to be a collaborative effort – with you providing the vision and COBLE MCCUNE providing the expertise and know-how to pursue that vision.