Client Experience

We have a clear three-month process to understand your goals and develop appropriate recommendations.

PHASE 1
Discovery Process

PHASE 2
Develop Comprehensive Investment Strategy and Wealth Management Plan

PHASE 3
Investment Strategy and Wealth Management Plan Meeting

PHASE 4a
Begin Ongoing Execution of Wealth Management Plan

PHASE 4b
Review of Implemented Plan

PHASE 5
Ongoing Monitoring of Investment Strategy and Wealth Management Plan