MY PROCESS
I believe that a strong process is the best way to create a
more financially sound foundation.
I believe that it is crucial to create a financial strategy that seeks to address your needs now, and your plans for the future. It is my goal to assist you in building a sound financial structure designed to stand the test of time and that can provide an opportunity for growth and more wealth for you and your family. I follow a carefully guided 3 step process which is developed to provide you with a level of service to exceed your expectations.
01
DISCOVERY
UNDERSTANDING YOU IS OUR FIRST PRIORITY.
Using proprietary tools and methods, I engage you in structured conversations to learn about your finances and priorities, your goals and dreams for the future. Understanding you goes beyond merely having you fill out a so-called fact finder or data form. Though gathering facts is an important part of Discovery, I feel it’s just the beginning. To serve you best, I seek a deeper understanding of your values, interests, and concerns – particularly as they relate to your wealth. No form can capture all this. That’s why careful listening is such an important value at Stratos. I document everything you tell me, and review it with you to ensure I've heard you – and understood you.
From our perspective, Discovery is the most important step on the path to wealth management because it forms the basis for everything I do for you.
02
PLANNING
NEXT, WE BEGIN DEVELOPING YOUR PLAN.
After I complete the Discovery phase, my planning team and I get to work designing a customized strategy aimed at pursuing your goals. I emphasize time-honored principles like prudence and risk management during this process, considering important factors such as risk tolerance, timelines, and inflation. I synthesize all of these considerations with the unique characteristics of your financial situation and specific objectives. The result is an initial draft strategy that I present and explain to you. Based on your input, I continue to develop the strategy until it becomes a plan you can truly call your own. I consider the planning step complete when you can wholeheartedly say, “This is my plan.”
03
IMPLEMENTATION
NOW IT'S TIME TO PUT YOUR PLAN INTO ACTION.
I take care of all the administrative tasks for you, including preparing forms, setting up accounts, and facilitating asset movement. Throughout the implementation process, I stay engaged with you I’ll guide you through the clerical details while my address any questions you have about your plan and investments. This phase is also when you can start fulfilling any personal commitments you've made. Once everything is in place, I will revisit your with you to ensure you feel comfortable with how it has been implemented. believe that the end of implementation marks the beginning of your financial journey. I’ve helped you build your plan and set everything in motion.
Now, it’s time to live it out. For, this involves ongoing management of your assets and regular meetings to review the progress of your plan. For you, it means keeping your personal commitments and reaching out to me anytime you have questions or need assistance with matters concerning your wealth.
