Wealth Management Process

Step One: Review Clients’ Investment Goals
  • Retirement goals
  • Children’s college savings
  • Children’s weddings
  • Other specific personal goals
Step Two: Review Clients’ Current Savings Plan
  • Current investable assets
  • Company stock plans
  • Current retirement assets and plans
Step Three: Determine Course to Obtain Goals
  • Add to savings
  • Reduce debt
  • Portfolio recommendation
Step Four: Monitor Progress and Adjust Course
  • Review portfolios quarterly
  • Periodic client meetings
  • Adjust plan as circumstances dictate