Phase 1: Discovery - We begin this stage during our initial meeting where we get to know each other. We focus on what your specific needs, goals, and objectives are for your time horizon, long term planning budget for retirement, as well as all of your investment capital.
Phase 2: Strategy - The objective of this stage is to develop an effective long-term financial strategy that is custom to your goals, objectives, and life style needs.
Phase 3: Implementation - The objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Phase 4: Monitor - We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intentions. When we discover that a client’s circumstances have changed, or that shifting markets require an adjustment, we are quick to make adjustments.
Your finances are yours and you’ve worked hard to accumulate them. By understanding your goals, objectives, and plans we, together, can partner to manage your accounts accordingly.