Our Process Discovery and Data GatheringAt the beginning of the process, it is important to sit down and discuss each client’s unique values, priorities and goals. It is important to define your personal and financial goals, your time frame and your risk tolerance.AnalysisYour results are reviewed and a plan is designed to meet your goals and objectives. PresentationAll recommendations are presented to you for review and approval. The recommendations address your individual goals and objectives. The recommendations and alternatives are discussed so that you can make an informed decision.ImplementationThe plan that was discussed is now put into action.Ongoing CommunicationThe results of your plan are periodically assessed to ensure your goals and objectives are being met. A communication plan is tailored for each client that includes review meetings and client communication.