• Step 1 : Get to know you, your family goals and dreams for your financial future
  • Step 2 : Collate all financial and investment information to compute your Net worth & your cash flows
  • Step 3 : Conduct a suitability assessment of your current asset allocation
  • Step 4 : Develop a customized financial plan the details an investment & risk management strategy
  • Step 5 : Implement the financial plan
  • Step 6 : Monitor, review and rebalance your plan on an ongoing basis