Our Process

Our Process Revolves Around Your Needs

The number and variety of financial options seem to grow every day. We strive to help you make sense of these options so you can stay focused on pursuing your long-term goals. When you don’t know what your objectives are, we lend our insight to help determine them.

Like you, your financial needs are unique. We don’t presume to know them upon shaking your hand. We walk you through a process designed to help put you in control of your financial life and at peace moving forward.

What We Do

Step 1

INITIAL MEETING - Establish and define the client relationship

 

Step 2

DISCOVERY – Gather the client’s data including goals and objectives

 

Step 3

ANALYZE - Analyze and evaluate the client’s current situation

 

Step 4

DESIGN – Develop a coordinated plan

 

Step 5

RECOMMEND – Educate the client about implementation strategies

 

Step 6

IMPLEMENT - Implement the recommendations

 

Step 7

MONITOR - Monitor the plan and make adjustments as needed

 

Contact us today to start a conversation about your financial needs.

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Market Watch

November 20, 2018 @ 01:57 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,479.13 -2.15%
Nasdaq Composite ETF -0.6%  
S&P 500 ETF -0.7%  
OSX Oil Service Sector Index ETF -26.0%  

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