PROCESS






We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process

PHASE I: DISCOVERY

We begin this stage during our initial meeting where we get to know one another.

We focus on what your specific needs are and what you want your investment capital to do for you. 

PHASE II: STRATEGY

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive proposal that outlines the strategy we recommend for long-term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

PHASE III: DUE DILIGENCE

Most people often have, “buyer’s remorse” when making an investment.  That is because they do not have a system or method for deciding if/when an investment is a good fit.   With us you do.  Once the plan is built, we try to make it fail by throwing ever possible negative market condition we can think of at it. This due diligence step gives you a roadmap to confirm your plan will be successful and ensure that it’s a good fit. We define, “Success” as the ability to achieve your “stated goals” therefore success is different for each client.

PHASE IV: IMPLEMENTATION

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

PHASE V: MONITORING & ADJUSTING

We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.

IF YOU ARE INTERESTED IN LEARNING MORE ABOUT ROBIN AND HER PASSION FOR HELPING OTHERS, PLEASE GIVE US A CALL TO SCHEDULE YOUR COMPLIMENTARY CONSULTATION!

(540) 241-0659