Broker Check

Our Process

This is a general outline of our process. Since all client needs are treated as unique, this process is custom designed in each particular situation to create specific solutions for each client.

INITIAL MEETING

  • Discuss our services
  • Discuss your situation

DATA GATHERING

  • Gather appropriate financial data, objectives and risk tolerance
  • Discuss and establish goals
  • Identify concerns and constraints

FACT REVIEW

  • Review and discuss objectives and assumptions
  • Work through preliminary recommendations

PRESENTATION

  • Review objectives
  • Discuss custom recommendations designed to help you reach your goals

IMPLEMENTATION

  • Review recommendations from Presentation
  • Work with you and your representatives to implement appropriate actions

PROGRESS MEETING

  • Review progress towards meeting goals and update plan based on changing financial, family, and tax situations