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Our Process


Ferris wheel
  1. Assess clients’ current situation and needs; Introduce our team’s philosophy and process
  2. Analyze priorities and compatibility
  3. Closely review net worth and current investments
  4. Establish risk tolerance profile
  5. Clarify personal and financial goals and objectives
  6. Identify financial problems and needs
  7. Collaboratively develop written recommendations, strategies and solutions
  8. Implement strategies
  9. Provide periodic reviews and revisions
  10. Remain available at all the times to respond and address new needs as they arise