Gather & Assess . Complimentary Initial Consultation . Face-to-Face-Quarterly Reviews
Gather & Assess
The TSN Wealth Management Process
To properly guide you, we need to know where you have been, where you are, and where you would like to be. Just as a doctor does a thorough review of your medical history, we perform a comprehensive assessment of your financial situation before putting together a plan.
If you're ready to get started, you can fill out the assessment below.
Complimentary Initial Consultation
The TSN Wealth Management Process
This initial meeting is no-strings-attached, and completely free of charge. We get to know you, and you to get to know us. We want to hear from you about your goals, dreams, and concerns. After you feel comfortable, we can begin our relationship and start the process of helping you win.
Face-To-Face Quarterly Reviews
The TSN Wealth Management Process
The most common complaint we hear from clients about previous advisors is that they never heard from them. This isn’t the case at TSN. We get to know you in up to four meetings each year.
At every meeting we recommend investment changes, thoroughly review the performance of your portfolio, and address anything impacting your financial life.
Collaborative Approach
The TSN Wealth Management Process
We work as a team to provide you with cutting-edge guidance . Between our regular Investment Policy meetings, newsletter offerings, and constant team collaboration on client financial plans, you can be sure that our whole team is standing behind you.