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