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Our Disciplined Process

As part of our effort to ensure that we understand our clients’ unique financial needs, we follow a disciplined four-step process:

Phase I: In-Depth Discovery Meeting

We begin this stage during our initial meeting where we get to know you. We focus on what your specific needs are and what you want your investment portfolio to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs. We then propose a strategy of recommendations for long-term success and explain the rationale behind our recommendations.

Phase III: Implementation

Whether it be through investments or insurance, we walk you through complex paperwork and strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We understand life changes, whether it’s your portfolio or your life situation. When this happens, we get together to review and make course corrections if necessary.