Our Process
Steps to Our SMART Money Process
The 1, 2, 3 Plan for SMART Money Planning
1 - Audit Current Strategy/Portfolio
2 - Develop a Strategy/Portfolio to Help You Reach Your Goals
3 - Manage Strategy/Portfolio Using Our SMART Money Process
The S.M.A.R.T. Money Process
S - Select Investment Vehicles and Products
M - Monitor Results with Goals in Mind
A - Analyze Investments and Insurance
R - Reposition Assets When Necessary
T - Tax Harvesting