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What To Expect

* 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.