Our clients are committed to developing a “life vision” in an effort to build, preserve and transfer their wealth.
Professional Money Management | Strategic Financial Concepts | Advanced Debt Management | Premier Risk Management Products | Industry Leading Savings Vehicles
5-step Financial Strategy Process
STEP 1: Establishing and defining the client-advisor relationship
We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.
STEP 2: GETTING TO KNOW YOU!
We will ask about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.
STEP 3: GETTING TO KNOW US AND THE FINANCIAL STRATEGY RECOMMENDATIONS
We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.
STEP 4: FUFILLING YOUR VISION
We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.
STEP 5: MONITORING THE FINANCIAL STRATEGY
Together we will agree upon who, and how, we will monitor your progress towards your financial goals. We report to you periodically to review the financial situation and adjust any recommendations as needed. As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation