Our client experience process will help guide you in the direction you need to make informed decisions to help meet your goals. This process helps to ensure your needs are effectively addressed and your objectives are planned for.
An opportunity to get to know you better and understand your goals and visions. We’ll establish how we’ll work together to make decisions.
This is a fact finding meeting in which we’ll ask for more information about your financial situation so we can better understand your needs. We’ll also discuss what you want to achieve and what your concerns are.
Once we have analyzed your financial documents, we’ll discuss your risk tolerance as it relates to your goals. We’ll recommend our proposal and explain it so you can make an informed decision.
We’ll answer any questions you may have about the investment plan and then determine a commitment in order to move forward with implementation.
45 Day Review
Once your plan is implemented we’ll meet to review your investment performance and frame the shortterm progress with long-term perspective and finish organizing necessary paperwork and account access.
Our regular process meetings will give us a chance to address any concerns you may have and discuss any major life changes since our last meeting. We’ll also review your investment performance relative to realizing your financial goals.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE