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Our Approach

Six Steps to Wealth Management

Wealth management is a process that helps you reach your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your needs and available resources.

1. Establish a Relationship with a Wealth Management Advisor

Find a competent professional whom you like and trust. Your advisor explains the services to be provided and the responsibilities of both parties. 

2. Gather Client Data & Determine Goals and Objectives

Your advisor develops a clear financial picture by reviewing your income, assets and liabilities, and evaluating your insurance coverage, your investment portfolio, your tax exposure and your estate plan. You also set goals and objectives to guide the planning process.

3. Determine Client Financial Status by Analyzing and Evaluating

Your financial planner analyzes and evaluates all the information gathered. This information serves as the basis for developing your plan.

4. Develop and Present the Wealth Management Plan

Your wealth management plan is tailored to meet the goals and objectives you stated in step two. Your advisor communicates unbiased recommendations so you can make educated decisions.

5. Implement the Wealth Management Recommendations

Your advisor guides you in implementing strategies that address your weakness and build on your strengths. You choose specific products and services tailored to meet your objectives.

6. Monitor the Wealth Management Plan

As a result of the ever-changing legislative environment and changing circumstances, your plan is monitored on a continual basis.