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Our Process

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.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term 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 III: Implementation

The primary objective of this phase is to successfully implement your planning strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different approach, we are quick to make adjustments.