Getting You There.....the process
Getting You There is our unique investment process that is tailored around your financial goals and achieving them. Goals may be funding a comfortable retirement, buying a vacation house or endowing your favorite charity. Whatever the goal, we look to where you want to end up, and then design a detailed, systematic, and ongoing approach built around “Getting You There”.
1. Initial information received and entered into our Financial Snap-Shot System
- With the information from the Snap-Shot we are able to ask more productive questions at our first meeting and learn all about you
- After you become a client we regularly update the information and the plan
2. Investment Blueprint
- Using information gathered prior to and during our first meeting we get right to work using all of the tools necessary to create your Blueprint
- Investment Blueprint lays out our goals and actions
- Getting You There – we discuss this system and how it works
3. Proactive Investment Monitoring
- Regularly Scheduled Reviews
- Ongoing Independent Analysis
- Watch Lists