Guidance for the big picture and finer details
III. Mutual Commitment Implement and Monitor
The final phase of our process is the mutual commitment. Simply an evaluation of whether it seems like a good fit and the right time to begin a relationship. We recognize that not everyone is going to be a good fit with our team nor will we be the right fit for every prospective client. If that fit is established, we move to implementation and monitoring of the strategies and plan. Regularly scheduled update meetings are held to evaluate progress, input life changes and, at times, make strategy shifts. This consistent interaction fosters the important growth of relationship, trust and behavioral finance that leads to successful outcomes.
