120 Waterfront St
To always maintain our fiduciary standards, we implement a clear and repeatable process for client interactions. Our 6 step holistic process helps us ensure our wealth management activities are focused and designed from your point of view. It places you in control of your financial well-being.
Step 1: Define Your Major Life Goals
Step 2: Stress-test Your Goals
Step 3: Create a 360 Recommendation for You
Step 4: Present Recommendation to You
NOTE: We do not move forward until you are comfortable with the recommendation and its components.
Step 5: Implement the Plan
Step 6: Monitor and Adjust