Initial Meeting Wherever you are, we come to meet you face-to-face. In fact, we make so many trips to visit our clients that we bought our own aircraft. While gathering information, such as current account statements, is critical for this meeting, our main goal is to take some time and get to know as much as we can about your family and your goals. Research and Analysis Armed with a more complete picture of who you are, and where your finances stand, we prepare a revised portfolio analysis based on our understanding of your risk tolerance and investment objectives. It is in this phase that we prepare what we call a beta profile, which consolidates your planning into one easy to understand profile that ultimately delineates an expected income stream for retirement. This beta profile highlights areas of strengths and weaknesses in your estate. Planning/Implementation After discussing our initial plan with you, we begin modifying our previous research and analysis to create a personalized portfolio investment allocation. If it is necessary, we act to establish trusts. And, of course, we refer you to our network of attorneys and accountants to help make certain that every detail is designed properly. Fidelity Briefing The wealth management technology available through our partnership with Fidelity allows you to stay up to date with every aspect of your net worth. We acclimate each of our clients with the most pertinent features of the Fidelity.com system—the market leader in wealth management technology. We are available to help with any questions you may have over time working with the system. Constant Communication Now, the relationship can truly begin. The decisions you make, or don’t make, today will affect your future. As we move forward with the management of your assets, it is key for us to stay in contact in order to discuss planning needs and answer questions.