Our Approach

What to Expect When you Become a Client of Boston Asset Management:

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First, we will take the time to understand your current financial picture. Your assets (financial and real), liabilities, cash-flow, insurance, tax situation, and estate planning documents will be assessed. Once we understand where you are today, we will begin to truly understand where you want to be. What are your goals? What kind of future do you want for yourself and what kind of legacy do you want to leave behind? How do you feel about risk? What is truly important to your lifestyle today and into the future?

From there, the real work begins. We will develop a plan to get you from where you are today to where you want to be. We work diligently to fine tune the details, and communicate back and forth along the way. Once completed, we will deliver a comprehensive plan and walk through the details with you step by step. We will help you implement the plan and get you organized with a personal website that displays and tracks your financial life in one place.

 

Finally, we will provide ongoing service and regular updates on your progress. We will make changes as needed and be there for you to answer your questions or provide additional services that you may require.

 

Our Approach