OUR FOUR-STEP PROCESS
Formulate a Plan
After your meeting, we will take your information and come together as a team to create an in-depth financial plan including short and long term goals.
2
Meet with an Advisor
During this meeting, we will gain an understanding of your personal goals, current financial situation, investment experience and risk tolerance through questionnaires and interviews.
1
Mutual Commitment
We will present our recommendations to you, answer your question and outline the steps we need to take to implement your plan.
3
Review and Revise
Once we have implemented, we will monitor your investments and meet with you regulary. As life changes so will your plan.