Consulting Process

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