We utilize a proven consulting process that ensures that all client needs are addressed, not only initially, but also on an-ongoing basis.
- Discovery & Assessment
- Analyze current investment strategies and financial plans
- Identify risk tolerance
- Define financial and personal goals
- Plan Formulation & Implementation
- Recommend appropriate planning services
- Review and finalize Investment Policy Statement
- Develop plans and execute investment strategy
- Ongoing Monitoring & Review
- Monitor and report on probability of success
- Quarterly meetings / Annual check-ups
*Not all accounts are eligible for hedging