Chart of how we work. Step 1: Your goals conversation. Step 2: Your financial life inspection. Step 3: Your strategy conversation. Step 4: Increased financial success and security

 

1  Introductory Meeting

  • About Us
  • About You
  • Goal
  • Concerns/Challenge
 

2  Analysis & Recommendation

  • Determine risk tolerance
  • Analyze current portfolio
  • Develop investment strategy
  • Portfolio construction
 

3  Investment Strategy Execution

  • Present recommended investment strategy
  • Open new accounts
  • Implement strategy