More about Patricia.
PHILOSOPHY: MATTERS OF THE HEART
The following are the key philosophies that drive all of my engagements and interactions with my clients.
‘IT IS WHAT IT IS’
Acknowledge and accept challenges so you can identify and implement solutions Results are achieved when the right decisions are acted on
BENEFIT FROM MENTORS
Work with someone you trust who shares your values and philosophies Learn from the experience and wisdom of others Choose mentors who have personal experience with challenges and goals similar to yours Hire the best you can and let them do their job
KEEP IT SIMPLE
Complicated plans and strategies create confusion and undermine confident decisions When a strategy is easy to understand, it is also easy to implement, so you are more likely to stick to it
SUCCESS IS GREATEST WHEN STAKEHOLDERS COLLABORATE
Family members and partners benefit each other when they work together and integrate their planning Open and honest communication among stakeholders is critical for any plan to be successful
PROCESS: WHAT YOU CAN EXPECT
The following are the steps I follow when working with all of my clients and families:
- Get Acquainted: Informally discuss our individual styles, your expectations & goals, my commitments and identify a strong synergy
- Establish Agreement: Acknowledge a desire to work together
- Set the Foundation: Gather your personal information, discuss parameters and define your desired results
- Propose Recommendations: Introduce proposed solutions, for confirmation upon establishment of accounts and review of existing assets
- Implement: Set your strategy in motion with account setup and necessary paperwork
- Finalize: Customize proposed solutions to adapt to constraints in your existing portfolio and execute as agreed
- Review: Confirm transactions, review for accuracy and identify outstanding issues
- Maintain: Establish next contact and touch points for future needs and ongoing maintenance
- Commit: Stick with your strategy and reap the rewards!
PORTFOLIOS: A STRATEGIC PERSPECTIVE
The following are the values that guide the creation and management of all of my clients’ wealth management portfolios.
PROTECT:
Your portfolio from risk You from irrational decisions Your assets from creditors Your estate from its heirs
CREATE:
Value – an increase in your net-worth Clarity – a strong understanding of your strategy Confidence – peace of mind in your decisions Consistency – a reliable plan
FACILITATE:
Wise decisions with your cash, your investments and your assets Administration and tracking On-going maintenance Changes as they are required – keep the design flexible in nature
SUCCEED:
Always do what it takes Consistently follow-through Candidly acknowledge and rectify mistakes Relentlessly implement proven success strategies
My Commitments
Expect Exceptional
- I am your central hub of information, expertise, counsel and advice related to your success
- I am your gatekeeper to protect you from irrational decisions and help guide you in making sound decisions that generate strong results
- I am aligned with a network of experts to ensure exceptional advice and results
- I have a proven, organized internal process that is designed to bring you reliable follow-up and thorough follow-through on your needs
My Style
- Instinct for family dynamics
- Personal experience in “matters of the heart”
- Confident guide to lead you to a sound foundation
- Candid approach address your most important priorities
- Assertively acknowledges the elephant in the room
Let's get started
Contact me today to schedule an informal consultation to discuss style, expectations and goals.