·         Initial meeting to discuss your financial goals, concerns, and expectations. We can meet in our office, your home or office, or virtually. 

·         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.


·         Portfolio matching.

·         Asset allocation models.

·         Investment selection.

·         Systematic investment plan.

·         Systematic withdrawal plan.


·         Portfolio and investment monitoring.

·         Financial plan review.

·         Update financial goals.

·         Client review meetings.


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