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