What we do
What we do
Step by step, your personal vision comes into sharp focus
Let’s begin with the process. Ours starts with building you a comprehensive financial plan, then leads to the creation of an institutional-grade investment portfolio. Here’s what each step looks like:
At our first meeting, we’ll talk openly and make sure we’re a good fit for each other. (Download our brochure to learn more.)
Next, we’ll take a deep dive into your financial life. We’ll cover your current monetary needs and investment personality. We’ll review your current and proposed investment portfolio. We’ll dig into estate planning, insurance planning, taxes, and anything else important to you and your family, including education funding, debt, and more.
Once we’ve explored each of these areas, we’ll integrate them into a complete financial plan, tailored just to you. This is not the end of planning, however. Just as life's changes may evolve along with your objectives, we take a fine-tuning approach to managing your account. We communicate with you along the way and coordinate our services with your attorneys, tax specialists, insurance and banking professionals.
All of these are elements are designed to give you peace of mind knowing that your financial life is in knowledgeable, capable and dependable hands.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Private Ocean does not serve as an attorney, accountant, or insurance agent. Private Ocean does not prepare legal documents or tax returns, nor does it sell insurance products.