Step 1 – 

Gather and Identify ​ Discuss your current strategy. 
​
Gather information through financial documents and discussions with your family and other professionals.

​​Identify your priorities, goals and concerns. Educate you and your family about investing and planning.

Step 2 – 

Analyze 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. Construct your personalized financial 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 ​ Execute 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. Continue to educate you and your family about investing and planning.

​Step 4 – 

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.

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