Step One
Getting Acquainted
- What we believe differentiates our team from others in the industry
- Discuss your goals, objectives, time horizon, and risk tolerance
- Decide if mutually beneficial to have further discussions
Next Meeting: One to two weeks later
Step Two
Gathering Information
- Gather all documents and statements for analysis
- Click here to download data gathering form
- Prioritize goals and objective
- Complete the eMoney Advisor® process
Duration: 30–60 minutes
Next Meeting: One to two weeks later
Step Three
Presentation of Investment Plan
- Interactive discussion of eMoney Advisor® plan
- Recommend investments
- Discuss fees
- Discuss communication preferences
Step Four
Ongoing Portfolio Review Meetings
- Ongoing meetings will be scheduled at your preference
- Revisit your investment objectives
- Discuss life changes and goals
- Review eMoney Advisor® plan and asset allocation
Duration: 60 minutes