Our Process


As part of our effort to ensure that we understand each client's unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step Dynamic Financial Solutions process:

Phase I: Discovery

We start by listening to you. We discover your pain points, your accomplishments, and your lifestyle goals. We focus on your specific needs and goals and what you want your investment capital to do for you. At this time, we collect all necessary documentation needed to move forward.

Phase II: Strategy

We develop an effective, long-term investment strategy that's custom-tailored to your unique needs. We then create a comprehensive proposal along with recommendations for long-term success. We'll review the plan, explain the rationale behind our recommendations, and make any necessary adjustments.

Phase III: Implementation

The primary objective of this phase is to reposition assets, fund the new plan, then implement your investment strategy. We bring on board our highly-skilled staff and employ constant communication to obtain quick and seamless implementation.

Phase IV: Monitor

We monitor your account regularly to ensure it performs in a way that meets the strategic intent. We can adapt to your needs and global market demands by modifying the strategy or developing a new one. With each adjustment, the implementation and monitoring phases begin again.

Key Relationships

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