Discovery Meeting
Allows us to determine your current financial situation and where you would like to be. We ask related questions to understand what’s most important to you. This allows us to create a unique comprehensive outline that will serve as the basis of our relationship.
Analysis
We take the information gathered in the discovery meeting and analyze the current financial situation so we can develop recommendations to help you achieve stated goals.
Recommendation Meeting
We deliver recommendations and steps outlining reaching your goals.
Implementation Meeting
Administrative in nature, any necessary paperwork is completed.
Follow-up Meeting
Discuss portfolio and investment strategy in real time.
Regular Review Meetings
Review portfolio performance, rebalancing, address current or new concerns, reevaluate strategy if necessary. We request to meet with our clients at minimum on an annual basis.