We help our clients through many important life transitions that require strategic investment decisions such as death of a loved one, divorce and retirement planning.
We will work with you one-on-one to establish a realistic strategy for creating your own ideal life by guiding you through a comprehensive 6-step process to understand your specific needs and establish your investment strategy. Once your plan is in place, we take care of everything so you can feel assured and confident about your future.
Fill this form out today so you may better understand your individual needs:
6 Step Financial Advisory Process
Step 1: Establish Our Relationship, “Is there a fit?”
Our first meeting allows us to discuss what is important to you
and establish whether we would like to work together.
Step 2: Compile Information for your Personal Financial Policy
Step 3: Analyze and evaluate your financial information, goals & objectives
Step 4: Present your Personal Financial Policy & Investment Policy Statements
Step 5: Implement & Schedule Financial Investment & Investment
Step 6: Monitor & Review your Personal Financial Policy on a regular basis