Step 1: Initial Meeting
Our process begins with an initial client meeting. We will discuss what their financial goals and aspirations are, and define expectations of working together
Step 2: Information Gathering
Once we understand the client financial goals we will assess their current financial situation. This step of the process involves reviewing and obtaining documents relevant to their current financial status.
Step 3: Analyze & Strategize
In the next step we will analyze all of the information, including client goals for the future, and determine the best routes for them to reach their desired destination.
Step 4: Recommendations
After creating options for the client, we present them and explain the benefits and negatives of each possible route.
Step 5: Implement
Once a client fully understands each strategy and decides on their preferred method, we work diligently with them and other third party professionals to ensure its successful implementation
Step 6: Monitor
Strategies will need to be adjusted periodically as our client’s lives and the economy change. We monitor our clients portfolios closely to ensure we are able to make them aware of potential shifts that would require a change of strategy sooner rather than later.
