Phase I: Discovery
We begin this stage during our initial meeting where we get to know one another. We focus on you and what you want your savings and investments to do for you. We discuss past experiences and your feelings about the future, and this allows us to determine if there is a basis for a continued relationship.
Phase II: Strategy
The primary objective of this stage is to develop an effective strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
Phase III: Implementation
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and utilizing our entire team when necessary (Investment team, CPA, Attorney, etc…), we strive to make this process as quick and easy as possible for you.
Phase IV: Monitoring and Adjusting
Our investment team monitors our portfolios on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require an adjustment, we are able to make adjustments as needed.