1. Discovery Process
- Identify your goals, values, dreams, concerns /challenges.
2. Develop Investment Strategy
- Determine risk tolerance
- Analyze current investment portfolio
- Develop asset allocation strategy
- Portfolio construction
3. Investment Strategy Meeting
- In-person meeting to present recommended investment strategy.
4. Execute Investment Strategy
- Open new accounts
- Transfer existing assets
- Conduct trades to execute agreed-upon Investment Strategies
5. Follow-Up Meeting
- First statements
- Organization of paperwork
- Set-up online account access and review online resources.
6. Develop Wealth Management Plan
- Comprehensive Financial Planning
- Retirement Planning
- Education Planning
- Charitable Giving
- Succession Planning
7. Ongoing Management & Monitoring
- Develop schedule for review meetings
- Monitoring of asset management
- Changes as needed
Note: Each clients situation is unique. At times, this process may be modified to better suit the needs of an individual or household.