STEP 3: Implementation Meeting

Written By shuo li

Turning analysis into action.
We’ll present our findings and recommendations and work with you to create a solid plan moving forward. This includes:

  • Finalizing your portfolio allocation through an Investment Policy Statement

  • Outlining a strategy for near-term financial action items

  • Organizing the next steps for any adjustments or updates

Together, we’ll take actionable steps toward managing your financial future.

shuo li
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STEP 4: Follow-Up Meeting
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STEP 2: Discovery Meeting