Our process begins with an in-depth discovery meeting to review your goals and current financial picture. Our team of carefully selected specialists apply their expertise to evaluate all aspects of your financial situation and develop appropriate solutions.
After this, we meet with you again to present a detailed investment plan to achieve your goals. At this time, we present a diagnosis of your current situation, details of our investment approach, and recommendations for moving forward.
Next we make a mutual commitment to work together to implement the agreed upon wealth management plan.
Approximately 45 days after our mutual committment meeting, we meet to review implementation progress.
After the 45-day follow-up meeting, we meet periodically to review progress and results.