Our Process

First Step

LET'S START WITH AN INTRODUCTORY CONSULTATION

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We aim first to get to know more about you, including all the necessary details related to your life, finances, and goals.

Second Step

HERE'S YOUR FINANCIAL PLAN

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We will customize the best action plan for you from all the data we will collect from the introductory consultation. The standard charges are $250/hour. You will be quoted the total number of hours after the introductory meeting.

Third Step

INVESTMENT MANAGEMENT

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The minimum to engage us for our investment management services is $500,000.