Phase I: Discovery
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. We discuss your short-term and long-term goals and begin the process of building your financial strategy.
Phase II: Strategy
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 plan which outlines the strategy we recommend for long-term success.
Phase III: Implementation
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff of financial professionals, we strive to make this process quick and easy for you.
Phase IV: Monitoring and Adjusting
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.
As a full-service financial firm, we include a wide range of financial products and services that can be used to customize individual plans. We take time to get to know you and your family before we propose a plan for you. You can be assured that we will understand your needs and recommend solutions based on your goals, sound decisions and our vast knowledge of all available products.