Phase I: Get to know each other
We begin this stage during our initial meeting where we get to know one another. To make sure we like you and you like us. Not everyone is a good fit for our practice. We focus on what your specific needs are and what you want your investment capital to do for you. Tell us your financial story. Every family’s financial situation is unique.
Phase II: Find out what’s most important
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs, risk, goals, and objectives. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success. We determine the probability of success of your financial future.
Phase III: Decide on your next financial steps
The primary objective of this phase is to successfully implement your investment strategy. Discuss and choose your personal financial path. Take action, and start implementing the plan, we strive to make this process as straightforward as possible taking the needed time necessary to complete what we have planned for.
Phase IV: Monitoring and Adjusting
We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets. We will continue to collaborate with outside professionals as necessary.