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Our Process
Our 4-step process ensures we’re able to deliver valuable, transparent, and holistic wealth management solutions.
It all starts with you
Discovery Meeting
A valuable relationship begins with transparency.
During our discovery meeting we will go over your goals, concerns and current financial position and highlight the aspects that impact you the most.
Plan Presentation
During our plan presentation meeting we will review the strategies that are most relevant to you via information gathered during our discovery meeting. We will highlight and present to you the value we can provide, for you to leave with the information you need to make an informed decision
Plan Implementation
At this stage we will begin our business relationship. The opening of accounts, initiation of transfers, designation of beneficiaries and implementation of the portfolio will take place during this stage of the process.
Monitor & Review
During our yearly reviews we will go over general market trends, your portfolio and any changes that could affect your plan while strategizing for the future.
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