Call Us! (336) 544-6800 – Because It's Your Money, And Your Money Matters

Our Process



Initial Meeting – Our initial meeting is to introduce you to our firm, our philosophy on investing and our experience. We want to take the time during this meeting to learn of your goals, visions and concerns.

Data Gathering – In order to provide a customized recommendation based on your personal situation, we will need to collect detailed information from you. This will include taking a risk assessment questionnaire, and gathering copies of your financial statements, social security statements, insurance policies, etc. The more information you provide, the more complete our assessment can be. We will take this information and work with our staff to prepare your analysis and our recommendations.

Plan Presentation – We will meet again to provide you with our analysis and recommendations. These will be based on the goals you stated during our initial meeting, your risk tolerance level, and your current investments.

Implementation – Having a plan is important, but if you want to see results, you need to take action. We can help you put your plan into action and work towards making your goals realities. We will guide you step by step through the process to putting your plan in motion.

Scheduled Account Reviews – We understand that the market and your situation does not stay static. You will have an assigned “go to person” on our staff for all your questions. We will regularly review your account and notify you of ideas or changes we see necessary to keep your plan on course to reach your goals. We will communicate regularly and meet when appropriate to make sure we are moving in the right direction to meet your goals.