Process
Every successful plan starts with a process. Our cyclical process helps to ensure our clients get the most from our partnership.
Introduce
The introductory meeting is the time for you and our team to learn about one another, gather information, understand life and financial goals, needs, and risk tolerance.
Analyze
Depending on the complexity of your financial situation, we may need several days to analyze and develop an action plan.
Recommend
We will present our findings and recommendations during this follow-up meeting. Additionally we will discuss the costs associated with any services we recommend.
Implement
Aside from the transfer process, one of the most important parts of this step is to link our clients to our client portal. The client portal is the financial dashboard providing information to you about performance, asset allocation, portfolio risk scoring, financial plan results, and account aggregation.
Review
Periodic review is the key to ensuring we remain up-to-date with changes in your life. Updated information is necessary to analyze, recommend, and implement changes to the plan.