- Working together, we determine the client’s goals and objectives during an initial interview.
- After receiving client information, we analyze client data as well as set up a personalized plan to best fit each individual’s needs.
- With the client’s input, we evaluate recommendations and alternatives to align optimal solutions ideal for achieving stated goals and objectives.
- We implement the optimal solution then monitor the goals and objectives through active risk and tax management using strategic asset allocations along with the client’s risk tolerance profile.
- Based upon client’s needs, we meet on a regular basis to re-evaluate the stated objectives and goals while adjusting where necessary.