A strong planning process is the best way to create a financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, plans for the future, and does so in a tax efficient manner. It is our goal to assist you in building a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
Our 5 Step process will help you achieve
Step 1 – Introduction – In this meeting we will get to know you, your goals, objectives and what is important to you. We will also introduce our firm, our process and our philosophy.
Step 2 – Organize – In this meeting we will do a thorough analysis, gather information and begin to formulate a plan.
Step 3 – Formalize – We will present an investment policy statement, provide disclosures and outline appropriate strategies to achieve your goals and objectives.
Step 4 – Implement – In this step we will implement the investment policy statement with appropriate money managers, funds, or other investment vehicles.
Step 5 – Monitor – On an ongoing basis, we will monitor the appropriate strategies outlined in the investment policy statement.