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  1. Meet and discover. We will with you to gather your information – your goals, priorities, fears, dreams, meet wealth structure, time horizon, risk tolerance, and family and business or practice details. We will identify where you stand and where you want to be, help you identify the steps to get there, address any immediate concerns, and prepare for potential challenges down the road.
  2. Plan. We will design a plan in line with your objectives, risk tolerance, preferences and priorities following an unbiased strategy. The most important part of our role is coordinating a team of professionals to help you reach your financial goals so you can focus on what matters the most – you and your family and company or patients.
  3. Monitor and review. After the plan has been implemented, we will meet with you regularly to review any changes in your life or the markets and ensure that you are on target to meet your goals.
  4. Adjust as necessary. If any changes are required, we will provide recommendations to maintain your overall objectives and risk tolerance levels. It is essential that you share your ideas, concerns and information about emerging or changed events in your life. We also rely on your feedback concerning our performance.
  5. Evolve as your life changes. We will stay in touch to remain informed of any important shifts in your priorities or goals. As you become empty nesters, we will help you pay down your mortgage and guide you through the transition into retirement with increasingly prudent, income-generating investments.
  6. Provide ongoing guidance and advice. Going beyond your portfolio and Wealth Plan, we are here to help with whatever financial decisions you’re facing and to provide nuanced service with matters from everyday cash transfers to the most sensitive family issues.