Understanding the Process

The financial management process at Boston Partners Financial Group begins with an in-depth evaluation of your current financial situation.  Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings it is important to develop a sound financial plan.  Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action.  We work with you side by side so that your're comfortable and confident with the financial direction we provide.

It is important to understand that our recommendations are driven by what is important to you and they start with your priorities in mind.  Each idea and recommendation is designed to be suitable and based on your needs.

Designing your financial plan is just the beginning.  As your financial partner, Jim will keep you on track toward achieving your financial goals by monitioring your progress on an ongoing basis.