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