Consult with you to determine your personal investment needs and objectives. This includes the purpose of the funds you are investing; your time horizon; cash flow needs; risk tolerance; tax and  estate planning considerations; and overall personal preferences;

Provide one-on-one guidance about wealth management, investment planning, asset allocation, portfolio construction, and other personal investment subjects that are relevant to you;

Review and offer our preliminary thoughts about your current investments and how they relate to your personal needs and objectives;

Arrange, if you desire, a follow-up consultation to present a personalized investment solution to you.