Mutual Commitment/Plan Construction

 

STEP 2: MUTUAL COMMITMENT/PLAN CONSTRUCTION

Following our Discovery Meeting, we decide together whether our services can add significant value. If they can, we proceed with our Mutual Commitment/Plan Construction Meeting. We both sign an Investment Advisory Agreement and then begin to construct your investment plan.

Your investment plan will be built upon a foundation of information we gathered from you during Discovery and information gathered while completing our Investment Policy Questionnaire.  This questionnaire helps us to determine your time horizons, risk tolerance, income needs, etc. Together these tools allow us both to determine more accurately the appropriate allocation for you.

• Are you in the accumulation stage of life, where growth of your assets is most important?
• Are you retired and looking to simply protect what you’ve accumulated?
• Will you need income from these assets in the near future?

The results found will be molded into your unique investment plan that will be presented in your Investment Policy Statement.  Following this meeting you will receive this polished document that will serve as a blueprint for our coordinated action.

Step 3: Plan Overview and Implementation