How we Understand You

Three Meetings,  followed by on-going regular reviews:

        Introductory Meeting – Understanding each other,  your family & priorities

         discuss philosophy, business practice, expectations

         share personal and business circumstances

         determine next steps

         determine service plan

         Quantitative Discovery - Information gathering

         account opening

         account transfers

         Presentation / Review of Goals and Proposal

         presentation of plan

         proposal of investments

 On-going review of your objectives and portfolio management