Our Process

Introduction

Our initial meeting is to understand you…your goals, your concerns and your current financial situation, as well as, to introduce ourselves, our firm, our experience and our philosophy.

Data Gathering

In order to provide a detailed recommendation based on your situation, we’ll need to collect detailed financial data. This includes statements, tax returns, insurance policies, trusts, etc.

Plan Proposal

After analyzing your current situation, your objectives and your goals we will create a plan that matches your needs to the most appropriate investment path.

Implementation

Here we help you take the appropriate action to turn your plan into a reality, by going to the marketplace to identify and purchase investment vehicles, insurance, etc.

Monitor & Review

Life can bring unexpected changes. Therefore, we need to continuously monitor and review your plan and any financial instruments we may have implemented to ensure that it adheres to the goals and objectives we set out to achieve for you and your family.