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Wealth Management

OUR CONSULTATIVE PROCESS

We take our clients through a Five-Step Consultative Process to determine the benefits of working together and to monitor the progress and success of our wealth management plan recommendations.

Our Five-Step Consultative Process typically consists of:

Discovery Meeting
In our first meeting, we explore your values and goals to determine whether we are the right firm advisory firm to help you meet your short and long term objectives.

Investment Plan Meeting
If we are able to make a substantial impact in helping you solve your financial challenges, we then present you with a comprehensive investment plan recommendation.

Mutual Commitment Meeting
At this meeting, we decide to work together to accomplish your objectives.

45-day Follow-up Meeting
An organizational meeting to coordinate your account paperwork.

Regular Progress Meeting
As a standard practice, we meet with our clients on a quarterly basis to review the progress and implementation of our initial discussions. We also discuss advanced planning strategies to enhance and optimize our recommendations.

In providing significant value for our clients, our wealth management services are provided to a limited number of individuals, families and businesses. New client relationships are considered only after we have determined that we can make a substantial impact towards helping you achieve your long term goals and objectives.