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My Process

You can see the diagrams under how I work with clients:

Jeff's Process

1. Listen and Understand– We follow a rigorous, disciplined process that always begins by listening to our clients. Our clients speak and we learn – about their past experiences, risk tolerance, their current situation and their dreams and aspirations.

2. Analyze and Develop Strategies– With the information our clients share with us, we go to work. We study and analyze the information, evaluate and develop various ways to help them achieve their financial objectives based on their values and goals.

3. Explain and Implement– When we have developed the appropriate strategies, we explain our findings, our recommendations and advice. When we reach agreement with our clients to implement those strategies we do so in an independent, objective, unbiased and cost-effective manner. 

4. Monitor, Evaluate and Adjust–  We continually monitor and evaluate plans and together we can make adjustments as things change, personally, professionally and economically. My job is to help you stay proactive and inspire you as our lives change over time.

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