DISCOVERY
In order to have a true understanding of the client’s position we need to discover and understand their situation, including:
Assets - Income - Needs (spending) - Goals - Risk tolerance - time frame.
ANALYSIS & STRATEGY
- Analyze results of the discovery
- Come up with appropriate strategy
- Create your personalized investment plan
- Review the plan with you
IMPLEMENT
- Select appropriate allocations
- Choose appropriate investments and services
- Execute the plan
MANAGE & REVIEW
- Monitor your portfolio progress
- Review the portfolio with you
- Review your current situation
- Adjust your portfolio as needed
