Process

  1. Meghan begins each new client relationship by listening to you.
  2. Once she has identified your financial and life goals, she will develop an investment plan that takes into account your risk tolerance and time horizon. Conservative by nature, Meghan constructs custom investment plans using Davenport’s professional money management solutions and equity research recommendations. Portfolios typically include mutual funds and individuals stocks. She takes pride in educating her clients about their investments, including giving advice in establishing 529 College Savings Plans, IRA Rollovers, and Qualified Plans for business owners.
  3. Once your plan is established, Meghan will monitor your investments and meet with you periodically to discuss rebalancing and other appropriate adjustments due to changes in the market or your life goals.