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Our Process

Face life’s challenges knowing you have the right plan and team to see you through.

Our investment approach is centered around you and properly educating you on the process. With this 4-step approach, we will simplify and organize your financial life and help create reassurance for today and tomorrow.

Step 1: The First Meeting

In our first meeting, we take the time to know your financial situation, goals, concerns and your understanding of investments.  We will answer any questions you may have and determine if we can be of assistance to you.  If we both feel we are a good match, a follow up appointment will be set and we will request a list of information before we proceed.

Step 2: The Second Meeting

Our next meeting will be focused on clarifying your financial goals and making sure they align with the data you have provided us. We will discuss possible investment alternatives and strategies to determine your comfort level.

Step 3: The Third Meeting

The third meeting will feature the presentation of a comprehensive plan that will be designed to help meet your financial goals and provide a road map to reach those goals. Once you have agreed to move forward with the plan, we will provide you with all the necessary documents to seamlessly implement your new plan.

Step 4: Monitoring Progress

While it is vitally important to select the right mix of investments for your portfolio, it is even more important to monitor these investments to be sure they are still performing and satisfy the requirements to help meet your financial goals.  We will meet with you on a regular basis to review your investments and current situation to be sure your investments are on track to meet your financial goals.

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