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Our Process

Our Process 5 Step program

Step One - Is there a FIT

  • A 30-minute introductory meeting that allows us to share information to determine if we can build a business relationship.

Step Two – Discovery

  • It’s a FIT, financial information is collected, analyzed, and an investment proposal is prepared for review and signature.

Step Three - Evaluate

  • Evaluate your current position, assess objectives and prepare a financial program that will enable you to attain your goals.

Step Four – Implement

  • An investment proposal is prepared for review and signature. Once approved, the plan is implemented.

Step Five - Accountability and Review

  • Monitor regularly
  • Review and update as required