- STEP 1 -

Gather, identify, and discuss your current strategy. 
​
Gather information through financial documents and discussions with your family and other professionals. Gather information through financial documents and discussions with your family and other professionals.

​​Identify your priorities, goals and concerns. We will educate you and your family about investing and planning.

- STEP 2 -

Analyze the information and develop a strategy. Review your current portfolio and strategy.

Determine your risk tolerance and investment time horizon. Evaluate your income and other needs. Create a personalized plan using our independent research and wealth management solution.

​Continue to educate you and your family about investing and planning.

- STEP 3 -

Monitor and update; conduct ongoing due diligence and monitoring of your financial plan.

​Recommend changes, as appropriate. Perform client review meetings, providing reports and plan updates.​ Implement and implement your financial plan as agreed upon, in conjunction with your tax, legal, and other professionals.

​Launch your secure client portal within our Wealth Management Solution tool. We intend to provide education to you and your family regarding investing and planning.

- STEP 4 -

Keep an eye on your plan and update it.

​Recommend changes, as appropriate. Perform client review meetings and provide reports and plan updates.

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