Broker Check


Discovery Interview

  • Get a basic understanding of your needs and goals
  • Explain our capabilities and process
  • Answer questions
  • Agree to work together

Gather Data

  • Discuss your unique circumstances and goals
  • Review relevant financial and legal documents
  • Identify issues or areas of concern

Analyze & Develop Plan

  • Validation of your needs and goals
  • Comprehensive analysis of financial position
  • Collaborate with your other key advisors as necessary
  • Development of specific recommendations

Plan Presentation & Delivery

  • Deliver analysis of current situation
  • Identify gaps and opportunities
  • Detail specific recommendations
  • Obtain consensus on overall strategy and recommendations
  • Execute required documents

Plan Implementation

  • Complete transition of identified assets
  • Execute each component of plan
  • Confirm implementation with client

*Plan implementation can be done through a firm of your choosing.

Monitor & Update

  • Monitor performance of plan components
  • Revisit plan when a major change to your circumstances occurs
  • Recommend adjustments to capitalize on new opportunities

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