Our process is centered around you. The goal of all our clients is to sustain and grow what they have. This is the on going evaluation phase. This is where you get to see in a critical fashion how the tools chosen are meeting your wealth plan's fulfillment. Are we making money? Are my assets growing? If not why not and what are we going to do to fix it? Are we living the way we want? If not why not and what are we going to do to fix it?
These are the questions we ask in the sustainment phase. Again, your concerns are foremost and meeting them is our goal.