Step One: Discover and Set Goals
We’ll get to know you and find out what’s important to you. We’ll learn where you are in life financially. We’ll help you define your goals in writing by understanding your personal priorities.
Step Two: Measure and Analyze
Using our expertise combined with state-of-the-art analytical tools, we’ll examine where you are now and where you want to be. This step transforms data into information which we can use in developing the blueprints of your plan.
Step Three: Design the Blueprints
Based on your personal and financial information and the results of our analysis we’ll design a blueprint with specific action steps we recommend to help you reach your goals. We’ll present your blueprint and explain each step so that you completely understand your options.
Step Four: Construct and Implement
Once you’ve decided to move forward, we’ll help you implement each action step by working with either your attorney/accountants or our team of professionals. We’ll construct portfolios which provide for both the protection (defensive) portion of your plan and the growth and income portion.
Step Five: Maintain and Monitor
We’ll monitor your overall situation and make recommended changes when necessary as we regularly report your progress toward reaching your goals.