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5 Step Process

  1. Discovery - Understanding your personal, professional, and financial goals.
    Define customized short- and long-term goals that ensure suitable financial products and services are chosen.

  2. Education - Discuss the risk/reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation.
    Identify roadblocks or gaps that might impact the financial planning strategy.

  3. Recommendation - The optimal blend of investment vehicles to pursue your goal.
    Effective planning process is based on two key aspects of financial planning: preservation and access to funds when needed.

  4. Implementation - The investment methodologies employed to construct your portfolio.
    Create a strong, flexible financial plan.

  5. Active Management - Regular review of the portfolio's performance.
    Continually monitor the plan to ensure it meets changing needs and circumstances.

Contact us today to find out more about the financial planning process and learn how a sound financial plan can help you pursue your goals.