Our Process
Step 1: Consultation & Discovery
We begin by getting to know each other and together identify your financial objectives:
Goals & Values
Concerns & Challenges
Risk tolerance
Step 2: Strategy Review
Whether you are just starting out or a seasoned investor, this process involves a deep analysis of your current asset allocation. Together we review observations and discuss strategies before finalizing your comprehensive financial plan and investment strategy.
Step 3: Presentation of Recommendations
We’ll meet to present our recommendations with your customized financial plan that includes:
Wealth management solutions
Estate and Legacy planning
Retirement scenarios and solutions
Tax efficient strategies
Step 4: Execution of Plan
Upon your approval of the recommend strategies, we will start to execute your plan. We will open new accounts, transfer assets and places trades based on your investment goals.
Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Step 5: Partnership
With our ongoing relationship we will meet on a quarterly/annual basis or as wanted. We will proactively monitor investments and reach out with any changes we think you should make. As life evolves, we will continue to work with you to update your financial plan in order to meet your financial goals.
We would value the opportunity to discuss how we can help strengthen your financial future.
Contact us today.
Financial Planning services are offered only through approved Financial Planners of MML Investors Services, LLC.