Step 1: Data Gathering
Once you have agreed to engage us as your advisor the relationship begins. After completing the new client questionnaire and have brought in the checklist of financial documents requested, we will spend a significant amount of time interviewing you to ensure that you feel comfortable that we fully understand what your goals, hopes, fears, and concerns are with regards to your financial picture.
Step 2: Analysis
With sophisticated software and a team approach we fully analyze all aspects of assets management, risk and insurance analysis, tax planning, and estate planning for individuals and businesses. We also run "stress tests" for various life events and economic scenarios against the client's specific goals to ensure the highest probability of success.
Step 3: Presentation
Through the use of technology, charts, and illustrations, we will present a comprehensive and comprehendible strategy that best meets your needs. In binder format, this is something that you will be able to take with you and digest and be given further clarification if necessary before being asked to make a decision to move forward.
Step 4: Implementation
After a typical 3 or 4 appointment cycle, we will begin the implementation process of the required changes to help facilitate the best strategies to your financial health and freedom. This is just the beginning as many of these movements are done in stages as we walk along with you in the relationship. From now on, we will assume the process of worrying about your assets so that you don't have to.