Our Mission is Simple: Helping People Like You Discover Financial Freedom Our relationship is all about communication. Yes, we will talk about investments and accounts and all the intricacies of financial planning, but it all comes down to how well we communicate. It starts with a conversation. We want you to feel comfortable sharing what it is you’re trying to achieve, and where you want to go. What does financial freedom mean to you? You are in the driver’s seat. We handle the complex part. Our expertise and experience are yours to put to work. You will have the opportunity to make more informed decisions because of our relationship. We will help you along the way by presenting you with our carefully considered recommendations. We are accessible and responsive. Life happens in between the planning. When you need advice or simply want reassurance about anything related to your finances, consider us as your advocate. We are happy to lend a listening ear and our professional opinion. Every interaction is rooted in respect and integrity. You are the lifeblood of our business. Your opinions, values, and goals matter, and we strive to cultivate an environment where you feel respected and heard. The Liberty Wealth Experience: Crafting a Plan If you’ve never met with a financial advisor or been through the financial planning process, you’re probably curious about how it works. Our process involves five steps that help us get to know who you are and allow our team to develop options for positioning you to achieve your goals. 1. Get to Know You This step involves discussing your financial goals and objectives and gives you an opportunity to share your current situation. In this conversation we’ll also ask you about how comfortable you are with risk and gather other relevant details to help us determine how we can best serve you. 2. Craft the Plan Now our team takes time to analyze all the information you provided to us and put together a comprehensive plan to help you achieve your goals. 3. Presenting the Plan We will meet with you again to review all the details of our suggested plan. This gives you the opportunity to ask questions and understand what to expect from your relationship with us as your advisors. All questions are welcome as it is very important that you completely understand why we are making these specific recommendations for your situation. 4. Take Action Now it’s time to put the plan into action. This involves all the transactions of setting up accounts, depositing and transferring money, as well as making investments. We’ll also set up online access so you can review your accounts anytime you like and stay organized with all your details in one place. 5. Ongoing Review We look forward to hearing from our clients at any time. Planning is an ongoing process, not a one-time event. No matter what the markets are doing, it’s important to make small adjustments to stay on track towards your long-term goals. We will meet regularly to discuss any life changes and the progression of your plan.