1. Let's Talk
We begin with an open discussion. We want to learn more about you and your expectations. Here we take the time to explain all of the services we provide and establish a relationship where each individual is of aware of each other's roles.
2. Analyze & evaluate
Next, we evaluate your current financial situation and gather any necessary documents. In order to build a robust profile, our analysis will cover your investment history along with your current and future financial expectations. We will also discuss your comfort level when it comes to financial risk.
3. Develop Recommendations
With your goals in mind, we will develop your personalized investment strategy. We work hard to make sure that your portfolio fully embodies your investment goals. Each client is unique, that is why we take the time to explain all of your options so that you can make confident, informed decisions.
4. Implement Strategy
After opening accounts, we coordinate the decided recommendations and set your plan into motion. We will continue to address any questions or concerns you may have along the way. At this point, your investment strategy will now be in a written, measurable form that you can follow for years to come.
5. Ongoing Monitoring
Working towards your financial goals is an ongoing process. We will monitor and make adjustments as needed to make sure you are always on the right track. We understand that plans change and that is why we are always available to talk with our clients.