Broker Check

Your Life Plan

Step 1: Life Review
We begin this stage during our initial meeting where we get to know one another.  We focus on what your specific needs are and what you want your investment capital to do for you.

Step 2: Life Planning Meeting
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.  We then develop a comprehensive proposal that outlines the strategy recommended for long-term success.  This proposal is shared with you during the second meeting, at which time we review our strategies and explain the value behind our recommendations.

Step 3: Plan Delivery and Next Steps
The primary objective of this phase is to successfully implement your investment strategy.  By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Step 4: Protect Your Foundation
We monitor our clients’ advisory accounts on a regular basis to ensure they are still performing in a way that meets their intentions.  At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again.  In this way, we can ensure we are always adapting to your needs and to the demands of global markets.

Step 5: Annual Review
Review progress and make improvements as your needs and objectives evolve.

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