Our Process
Ongoing Review of Plans as Clients Objectives, Products, Strategies, Tax Laws, Business and Family Circumstances Change.
Introduction meeting
Describe the services provided
Understanding of client current situation, goals, objectives, concerns, and priorities
Strategic Team Design Process
Team analysis of the information provided during the introduction meeting
Design and develop a personalized strategic plan
Client Presentation
Present strategic team findings, solutions, and options
Implementation
Recommendations or options chosen are implemented
Annual Review
Review prior year results
Integrate and update changes in client objectives
