Part art. Part science. All about you.
01.
Share Info / Getting Started
Gather information
Align philosophy
Educate
Set expectations
02.
Develop Plan
identify goals and hurdles
establish time horizon
address financial punch list
build financial plan
03.
Design Portfolio
suitability
tax sensitivity
risk capacity
risk tolerance
personality and preferences
strategy selection
04.
Actively Manage
Asset Allocation
security Selection
Risk Management
05.
Review & Revise
Ongoing communication
evolve with clients’ stage in life
proactive and responsive service
