We follow the flowchart to the right to continually work with our clients to consistently learn more, recommend more accurately and revise accordingly to meet the client’s needs. Each step, question or recommendation should continue the flow of information,  
transparency and flexibility to maintain a long-term positive wealth management plan.
Each step along the way enables us, the Cirque Investment Group, and you, our clients, the time to facilitate thoughtful conversations and meaningful recommendations to better customize your wealth management plan.