Working with Blume Capital is an ongoing process that begins with in-person meetings with the firm principals and progresses through four distinct phases:
1. Introduction:
- Develop a comprehensive understanding of client goals and objectives.
- Perform a thorough review of current financial position.
2. Planning:
- Create an investment plan that addresses goals and tolerance for risk.
- Formulate a coordinated estate, tax, and financial planning strategy.
3. Implementation:
- Invest assets per agreed upon plan and implement estate and tax planning strategies.
- Review portfolio monthly and update clients quarterly on outlook.
4. Ongoing Communication & Evaluation:
- Meet regularly to review investment portfolio and progress towards financials goals.
- Maintain ongoing dialogue regarding personal changes, current investments, and investing outlook.