Our Process
Discover
- What are your financial goals?
- What is your time horizon?
- What is your tolerance for risk?
- Do you have any specific tax considerations?
Strategy
- Investment portfolio recommendations
- Customized asset allocation strategies
- Wealth management services
- Diversification
- Debt reduction strategies
- Cash flow efficiency
- Protecting the balance sheet
Implement
- Account openings
- Product purchases
- Funding
Review
- Quarterly performance reports
- Ongoing due diligence of investment managers
- Periodic reviews
- Investment newsletters
- Portfolio rebalancing
- Analysis of progress towards goals