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The Process of Becoming Our Client
Understand
First, we gather your personal and family information, ascertain your wealth structure and preferences, and establish and agree upon expected levels of service.
Your net worth is simply the difference between what you own (assets) and what you owe (liabilities). It gives you a picture of your financial health at a specific point in time.
Completing the net worth statement at least on an annual basis will help you measure your progress toward achieving your goals.
Analyze
Second, we analyze your financial situation, complete a risk comfort profile and create an Investment Policy Statement (IPS).
Individualize
Third, we present our individualized investment solution and tax strategies in relation to the IPS for your feedback and approval.
Initiate
Fourth, we initiate our recommended plans.
Monitor & Report
Fifth, we monitor and report on your holdings as per our service agreement, and consult with you regarding modifications.
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