Strategy and Implementation
How We Work
Your personal goals and priorities will drive the process. We will determine and implement a timeline based on your unique financial scenario.
After introductions and a complete client discovery process, together we will agree on your plan strategy and time horizon. We will then initiate the required account openings and asset transfers. When your assets have settled, we will reposition your assets based on your new plan strategy and time horizon.
The initial implementation timeline may vary depending on the financial scenario for your household. In general, the startup and implementation process can take from 3 to 6 weeks.
For more information about our firm and the services we offer, please give our office a quick call. We would welcome the opportunity to speak with you.
925-448-2489