Every relationship begins with a conversation. It is paramount that we take the time to fully understand the dynamics of our client's lives, to identify and prioritize what financial goals matter most. This is important when working with clients facing complex financial challenges that require thoughtful proactive advice and guidance on a timely basis. Our planning based wealth management approach recognizes the importance of understanding our client's current financial position, goals, objectives, regulatory requirements, award vesting.It is common for our wealth management process to work collaboratively with our client's other trusted professionals that commonly include attorneys, CPAs, and plan professionals to fully coordinate our Wealth Management strategy. For our clients with equity ownership or receive stock awards, identifying financial concerns and objectives allows us to establish the role equity ownership and compensation play their financial lives.