Broker Check

Our Process


Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

In this step, we will go over your written plan again to make sure you have a clear understanding of what we are doing and why we are doing it. We want to ensure that you are confident and comfortable with your plan and that we are meeting your needs and working towards your goals. You will receive a full delivery binder, which will include all account and contract information, plan summary, cash flow chart, and other pertinent information and documents.