Phase I: Discovery
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
Phase II: Education
Our primary objective during this phase is to allow time to educate our clients on what options are available. We will take time to explain how the various investments work in your unique situation.
Phase III: Strategy
The primary objective of this stage is to develop an effective, long-term investment 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 IV: Implementation
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.