Wealth Management Integrated Into the Fabric of Your Life

We will use a five-step process in order to build your comprehensive wealth management plan. Within these five steps, we’ll painstakingly cover all the details, including evaluating your full range of financial needs, making recommendations for moving forward, and managing and modifying your plan as your life changes and your needs and priorities change over time.

Discovery Meeting

Diagnose current situation and begin developing plan and investment recommendations

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Investment Plan Meeting

Present formalized wealth management plan, Investment Policy Statement, and details on our approach

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Mutual Commitment Meeting

Establish our relationship and confirm our commitment to your plan

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45-day Follow-up Meeting

Review and organize account paperwork

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Progress Meeting

Evaluate implementation and progress of your wealth management plan

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