Broker Check

What We Do

FIT MEETING DISCOVERY PROCESS

  • Listening to what is important to you, your family and legacy
  • Learning the values shaping your priorities
  • Identifying unique challenges and circumstances
  • Introducing our Philosophy, Plan and Process


TEAM FIT MEETING DISCOVERY PROCESS

  • Determine risk and loss tolerance
  • Gather data, documents and statements for analysis
  • Analyze current investments
  • Discover where and how we can add value as your life unfolds


14 DAYS ONBOARDING MEETING

  • Welcome kit
  • Presentation of wealth management process
  • Discuss current and future investment approach
  • Disclosure of account fees, structure and access
  • Signatures and sign-ons


21 DAYS DEPLOYMENT OF SOLUTIONS

  • Transfer of existing assets
  • Alignment of investment solutions, service levels, type and frequency of communication
  • Responsibilities assigned



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