The First Step
At Berkeley, Inc we consider a 'good fit' to be one of the most important elements of financial planning and investment management. This means that the first step in any client relationship is to sit down and chat about your financial situation and get to know you. Then we can jointly decide where our services can best fit your needs.
The interactive process of financial planning begins with data gathering. We gather as much information as necessary to help us gain a solid understanding of your current situation and future goals.
Together we will have an analysis review meeting to discuss this information. Additionally, we will solidify how we can serve you and allow you to live the life you desire.
Our team will then create a financial plan tailored to your specific situation, which we will then present to you to discuss how this plan can be implemented and address any questions that may arise.