The first step is a complimentary exploratory consultation.
We will discuss your financial situation and our firm's ability to help you. We will try and answer many of your questions, and provide you with information to make an informed decision with regard to doing business at BRF.
The second step is "discovery" - getting to know you, your personal and financial goals and objectives.
At this stage, we will propose and discuss with you different options appropriate for your circumstances, and together decide on a plan of action.
The third step is assisting you in implementing our recommendations.
We will create and help obtain all required documents to implement your plan.
The last step is active management.
We will periodically review your investments and your plan.