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  1.  Discovery meeting – The first step in the process is to gather client data and determine goals, investment preferences, what concerns clients may have, and set future expectations.
  2. Analyze- We will analyze the data provided, asses the clients situation and build a step by step process to achieve client goals.
  3. Strategy Presentation- We will present back to the client financial planning recommendations to meet the clients stated goals. We will also present an investment strategy that is tailored to the client’s time frames, goals and investment preferences.
  4. Implementation – We will review what parts of the strategy the client would like to implement and take the necessary steps to implement the plan.
  5. Monitoring- We will agree on communication frequency and meeting schedule to monitor the financial plan and investment strategy moving forward.
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