FFG PROCESS
STEP 1:
REVIEW
An average meeting takes 2-4 hrs. We begin by taking a look at what matters most to you and by better understanding your short-term and long-term financial objectives. We maintain an open and candid conversation to help ensure that our strategies and tactics are evolving with your needs.
STEP 2:
ANALYZE
Our recommendations are based on a thorough analysis of your current situation, including risk tolerance, investment objectives, time horizon, and human capital. We work with leading experts to provide you with access to cutting-edge investment research and solutions.
STEP 3:
DEVELOP
We seek to identify the right combination of financial strategies in order to help optimize your overall investment portfolio.
STEP 4:
COORDINATE
We provide you with informed options and assist you in the selection of a strategy that is the best possible one for you.
STEP 5:
IMPLEMENT
We carefully implement your selected financial strategy and guide you along the way.
STEP 6:
MONITOR
We remain focused on your goals, reviewing your investment or financial strategy regularly, monitoring the changing financial environment, and making adjustments as appropriate or if your needs change.