Our Process Jordan

OUR DISCIPLINED PROCESS

Discovery Process

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  • Identify your goals, values, dreams, concerns/challenges
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Develop Investment Strategy

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  • Determine risk tolerance
  • Analyze current investment portfolio
  • Develop asset allocation strategy
  • Portfolio construction
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Investment Strategy Meeting

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  • In-person meeting to present recommended investment strategy
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Executive Investment Strategy

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  • Open new accounts
  • Transfer existing assets
  • Conduct trades to execute agreed-upon Investment Strategies
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Follow-Up Meeting

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  • First statements
  • Organization of paperwork
  • Set-up online account access and review online resources
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Develop Wealth Management Plan

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  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Charitable Giving
  • Succession Planning
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Ongoing Management and Monitoring

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  • Develop schedule for review meetings
  • Monitoring of asset management
  • Changes as needed
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We know every client’s situation is unique. At times, this process may be modified to better suit the needs of an individual or household.

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We’re here to answer all of your questions.