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Plymouth Meeting Office

1000 Germantown Pike,

Suite C-1
Plymouth Meeting, PA 19462

Our Process



Organize and Educate

When first meeting a prospective client, we take time to understand their current personal and financial situation, the planning they have already started, and what their priorities are when seeking a relationship with an advisor. During this time, we focus on any immediate questions or concerns the client shares and help educate on topics of interest.



Assess and Strategize

After getting to know the client situation and their goals, we have developed a valued client-advisor relationship. Next, we evaluate available options that will address their concerns and better their position in the most streamlined and efficient manner. We then discuss the personalized strategies with the client, the on-going mutual relationship they can expect, and provide further education on the process.



Implementation and Monitoring

Once the client understands the proposed strategy, we determine best next steps and work hand-in-hand to implement the varying components of their plan. Implementation is just the beginning of the on-going monitoring and longterm relationship shared and valued with our clients.