At Custom Wealth Management, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for the client. The process begins with the financial planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help achieve your goals. In addition, we will discuss the solutions that can be used to implement your plan.

• We will listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish through your planning process.
  

• We will develop a comprehensive written financial plan and specific recommendations within a reasonable amount of time following our data gathering meeting.
  

• We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is accomplished.
  

• We will coordinate your legal and tax work among your various advisors or refer you to attorneys and CPAs.
  

• We will contact you quarterly to evaluate our progress and address your questions.
  

• All of our conversations will be summarized in writing and this summary will be sent to you within seven business days.
  

• We will return your phone calls with 24 hours.
  

• We will continually study financial markets in order to provide you with the most substantive and current information available.
  

• We will meet with you at least annually to adapt your plan to any life, business or financial changes that have occurred.
  

• Your peace of mind will be our priority and we will put this priority ahead of all others