* Prior to your first appointment with us, we will ask you to gather some documentation and take a short risk analysis quiz.
* During your first appointment, we will go over goal setting and getting to know you as in individual.
* During the second appointment, we will go over the portfolio analysis we’ve created for you.
* The third appointment is spent working on Asset Allocation.
* The fourth appointment, we will spend time going over all investments once the transition has been made.
* Then, we will continue to have ongoing meetings and building our relationship with you.