our PROCESS
As a client of MJP, you have our commitment to helping you with all your financial planning needs— from the most complicated of investment solutions to simple questions about daily budgets or spending. We believe in open and ongoing communication with our clients and scheduling regular in-person review meetings to discuss investment strategy, financial objectives, and life cycle changes.
CONVERSATION
Our relationship begins with a conversation (or several conversations) together, with you. We learn about you–your dreams, your financial goals, and how we can help you achieve them. We listen to you, answer your questions, and develop a plan that is aligned with your needs, goals, and risk tolerance. We even make house calls!
COLLABORATION
When you are an MJP client, we’re all behind you: your primary advisor, as well as our entire advisory team, which includes Certified Financial Planners™ (CFP®), an Accredited Investment Fiduciary (AIF®), and a Certified Public Accountant (CPA). In addition, you will be assigned a dedicated client service associate to answer any day-to-day questions or concerns or assist with tasks such as completing paperwork or setting up your MJP Client Portal.
STRATEGY
As an independent firm, we develop creative, customized financial solutions for each client’s needs. We also retain research and investment due-diligence relationship with an institutional Registered Investment Advisory (RIA) firm, for access to information on market cycles and trends. The result? A financial plan that’s built with you in mind, enhanced by sophisticated investment strategies.
IMPLEMENTATION
Now, we’re ready to put your plan in action, and we’re always available to consult with you along the way. No financial plan is static. We are continually monitoring, adapting, and making adjustments to allow for the changes that occur in the markets—and your life.