Process

Plan. 

·         Initial meeting to discuss your financial goals, concerns and expectations.

·         Define advisor/client relationship.

·         Data discovery – statements, documents and additional quantitative information.

·         Analyze data, investment review and fee audit.

·         Risk tolerance and financial stress test.

·         Financial Plan.

·         Financial planning and investment recommendation.

·         Implementation.

Invest.  

·         Portfolio matching.

·         Asset allocation models.

·         Investment selection.

·         Systematic investment plan.

·         Systematic withdraw plan.

Repeat.  

·         Portfolio and investment monitoring.

·         Financial plan review.

·         Update financial goals.

·         Client review meetings.

·         On-going.

 

Plan. Invest. Repeat. ™

Watch out that you do not lose what we have worked for, but that you may be rewarded fully. ~ 2 John 1:8

 

 

 



 

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