We have a clear process to understand your goals and develop appropriate recommendations.
Discovery Process
• Identify your goals, values, dreams, concerns /challenges
Develop Investment Strategy
• Determine risk tolerance
• Analyze current investment portfolio
• Develop asset allocation strategy
• Portfolio construction
Develop Investment Meeting
• In-person meeting to present recommended investment strategy
Execute Investment Strategy
• Open new accounts
• Transfer existing assets
• Conduct trades to execute agreed-upon Investment Strategies
Follow-Up Meeting
• First statements
• Organization of paperwork
• Set-up online account access and review online resources.
Develop Wealth Management Plan
• Comprehensive Financial Planning
• Retirement Planning
• Credit and Lending
• Education Planning
• Charitable Giving
• Succession Planning
Ongoing Management & Monitoring
• Develop schedule for review meetings
• Monitoring of asset management
• Changes as needed
Note: Each client’s situation is unique. At times, this process may be modified to better suit the needs of an individual or household.
