Our wealth management process is a shared experience between you, our professional network of specialists, and us. Through our multi-step process, we discover your financial goals and needs before recommending a plan of action. Once we have answered and clarified your questions and concerns, we implement your personalized plan. But the process doesn't stop there. Together, we'll look at any life changes and new goals at our 45-Day follow-up and regular progress meetings so your Wealth Management Plan evolves to fit you.
Complete discovery process.
Presentation of investment plan.
Confirmation of commitment.
Organization of account paperwork.
Review of progress and implementation of advanced plan.
Diagnostic of current situation, our recommendations for moving forward and details on our investing approach
Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward.