Our Process
PERSONAL CFO PROGRAM
- Strategic plan created for maximizing wealth building opportunities
- Personalized action plan and implementation timelines established
- Coordination of other advisory team members and service providers to implement plan
- Proactive involvement in all financial aspects to ensure continued progress towards achieving goals
CLIENT ROADMAP
INITIAL ENGAGEMENT
- Informational interviews
- Comprehensive analysis
- Recommendations made
- Implementation initiated
QUARTERLY
- Portfolio and Market update
- Implementation continues
- Education module
- Review of goals
ANNUALLY
- Review Financial Plan
- Update goals and lifestyle information
- Asset reallocation as needed
- Discussion of prior year’s accomplishments
- Creation of ensuing year’s objectives and the implementation plan