The Planning Process
We have been working in the financial marketplace since 1985. We have assisted the largest financial institutions in the world as well as individual investors.
Our first meeting is a discussion to identify your goals and to determine whether we would like to work together towards reaching them. There is no charge for this conversation.
Having established your goals, we will identify and gather all the relevant information needed. We can then formulate some strategy alternatives and determine the best approach to take.
We do not ask for any payment until you understand and are satisfied with the plan.
Follow up consultations typically occur every six to twelve months.
