Next Steps

I welcome you to schedule a complimentary confidential appontment to meet with me in your the comfort of your home. The following is an overview of the process, and what you can expect from me, as I determine whether I can be of service to you.

STEP 1.  MEETING PREPARATION

Before you meet with me, I request that you complete the questionairre to the best of your ability. If you do not understand a question, skip it and we can discuss it when we meet. Please also organize, and have readily available, the documents that are listed in the questionairre.

STEP 2.  INTERVIEW MEETING

I will personally meet with you to discuss your individual goals, concerns and needs, as well as to review your completed questionairre and financial documents. After our discussion, we will mutually agree whether to move forward with the next step in the process. With your permission, I will make copies of the questionairre and have all the documents that you gave provided, so I can assess your situation. These copies will be kept with the utmost of confidentiality and care.

STEP 3.  FINANCIAL ANALYSIS MEETING

I will use the documents, questionairre, and information acquired during the interview meeting to prepare my written analysis of your  financial situation. My team will thoroughly analyze your current holdings and evaluate their continued appropriatenes. At your second meeting, my findings will be presented to you. I will tell you:

  1. How much risk you are taking
  2. If you are diversified enough
  3. How much you are paying in fees
  4. Where changes shold be made to improve your portfolio

STEP 4.  RECOMMENDATIONS / REVIEW / IMPLEMENTATION

I will review my recommendations of suitable investments and financial products that I believe will help you in reaching your goals. Once you become a client you will take home a complete, bound copy of everything presented to you.

STEP 5.  ONGOING REVIEW

As soon as your financial assets have been transferred to me, we will meet (as needed) to review the investment reports you will be receiving or discuss any changes that may be necessary to ensure that your investments and financial assets continue to be appropriate for your situation.

I HELP INVESTORS WITH THEIR MONEY,

SO THEY CAN FOCUS ON THE MORE IMPORTANT THINGS IN LIFE