A Consistent and Personalized Investment Process Coordinating the specialists, knowledge and resources to manage wealth  | - Understanding risk and cash flow requirements
- Understanding your financial goals, potential obstacles and preferences
- Identifying your interests, if any, in our High Net Worth services beyond investing
- Gathering documentation
- Opening dialogues with your accountant,Trustee and attorney, as required
|  | - Personalized strategic plan
- Investment portfolio
- High Net Worth services
- Implementation and transition schedule
- Working together on briefings and reviews
|  | - Initiate the strategic plan
- Phase in the investment recommendations
- Enroll in High Net Worth services (if required)
- Send transfer forms, consolidate assets
- Review the forthcoming client statements
|  | - Monitor progress according to the plan
- Adjust the plan and investments when needed
- Inform you, your accountant, Trustee and attorney of anything you should be aware of
- Help you navigate your options
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