What we do
What we do
Step by step, your personal vision comes into sharp focus
The benefits of working with Private Ocean are substantial. But let’s start where most people prefer to start — 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. We never stop driving you toward your objectives and fine-tuning the details of your account. We communicate with you constantly, through whatever channels you prefer. Whatever degree of integration you require with attorneys, tax specialists, insurance professionals, bankers, we provide it.
All of these are elements of the warmest client experience we could imagine. It’s designed to make you feel like everything is easy, everything is under control, everything is possible.