Phase I: Discovery
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and goals that you would like to reach.
Phase II: Strategy
The primary objective of this stage is to develop an effective, long-term financial strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
Phase III: Implementation
The primary objective of this phase is to successfully implement your financial strategy by means of constant communication. We strive to make this process quick and easy for you.
Phase IV: Monitoring and Adjusting
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting financial markets require a different financial approach, we are quick to make adjustments.
Which includes Estate, financial and guaranteed investments, along with tax benefits, appropriate types of insurances, Trusts, Corps, and LLC’s.