Investment Meeting

During the investment meeting, we will review your current investments together and discuss your Investment Policy Statement in detail.  Your financial plan will determine how hard your money has to work, or how assertive your investments must be, in order to meet your financial goals.  Based on this and your time horizons, risk tolerance, and liquidity needs, we will develop your personal investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation target.  

After this meeting, clients will sign an advisory client agreement and begin the paperwork to transfer any investment accounts to be managed by Autumn Financial Advisors, LLC.