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