1. In Depth Discovery Meeting:
In order to understand how we can help you, we need to understand your complete financial picture. As a first step, we’ll cover key categories to give us deep insights into your circumstances and how we can help you pursue your dreams and goals.
2. Initial Planning Meeting:
At this stage, we’ll draft your goals, plans and strategies in writing to help ensure we have a mutual understanding of your priorities and preferences. We welcome your feedback at this stage, as this enables us to tailor your plans and our approach.
3. Commitment and Implementation Meeting:
At this key phase, you’ll review final recommendations before committing to your personalized plan. Once we have your approval and agreement, we’ll move into implementation to effectuate your tailored investment strategies and financial plan.
4. Regular Review Meetings:
We conduct in depth, educational review sessions to keep you apprised of portfolio performance, data, economic trends and market insights. We’ll also walk you through our proactive tactical risk management recommendations for your evolving situation.
