SUCCESS TOGETHER.
1. INTRODUCTORY MEETING
We get to know you and understand your goals and objectives.
2. DISCOVERY
Request documents and perform analysis of your current portfolio based on your risk tolerance, goals, and objectives.
3. SECOND MEETING
Present and review our analysis of your current portfolio.
Discuss where adjustments can be made to further align with your risk tolerance, goals, and objectives.
4. FINAL RECOMMENDATIONS
Present final investment proposal. Confirm allocations, investment plans and set timeline for implementation.