Step One: Drawing the Blueprint Develops your financial profile, based on your dreams Sets individual investment parameters Establishes tolerance for risk and volatility

Step Two: Laying the Foundation

	Identifies strategies to accomplish your goals
	Creates a long-term cash flow analysis covering the investment portfolio, targeted ROI, and lifestyle spending needs
	Addresses retirement planning, including pension plan and retirement plan analysis
	Selects specific investments within each asset class
	Screens, selects and monitors third-party money managers
	Presents the plan for approval

Step Three: Raising the Columns

	Allocates funds according to approved investment plan
	Prepares and distributes quarterly investment portfolio reports

Step Four: Reinforcing the Structure

	Monitors all investments, with an eye on market conditions
	Makes any necessary adjustments to the investment portfolio
	Holds semi-annual meetings with client to review performance
	Updates long-term cash flow analysis