1. Understand Your Goals
- Short-Term
- Long-Term
2. Gather Information About Your Situation
- What investment strategies do you already have in place?
- Understand your current financial position
3. Evaluate Your Situation
- Analyze current investment strategies and develop ways we can further assist
4. Discuss Options
- Meet and present strategies we have found
5. Create and Implement Your Plan
- We start the process of working together and define expectations on how we can best support you
6. Our Relationship Continues
- Weekly emails
- Sustain superior customer service
- Annual client reviews
- Regular communication with our office