1. Engage – Initial meeting to determine if a fit exists
2. Commit – Confirm fit and initiate new client process. If not a fit, provide alternatives
3. Discovery – Complete the discovery process and take deep dive into current financial situation
4. Analyze – Consider all the provided information and how it fits together. Follow-up where needed
5. Design – Formulate a personalized plan to meet the client’s needs. No “cookie-cutter” solutions ever!
6. Test – Shock-test plan and make sure it meets client’s needs in myriad market conditions
7. Present – Submit recommendation of both asset management and income plans
8. Implement – Put approved plan into motion and provide access to trusted network
9. Review – Implement regular meeting cadence to review and adjust plan as required
10. Revisit – Maintain flexibility and align current actions with client needs, goals, risk and timeline
