Concierge Legacy Advisors' 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 your financial goals are.
Phase II: Strategy
The primary objective of this stage is to develop an effective, long-term strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
Phase III: Implementation
The primary objective of this phase is to successfully implement your strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Phase IV: Monitoring & Adjustment
We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that changes in the global landscape require a different approach, we are quick to make adjustments.