The 5 Stages of Investment

Having a systematic process that involves your other professionals allows your financial plan to progress efficiently and often avoid major snafus as strategies have been reviewed by multiple members of your team before being implemented.  Without a systematic process in place, things are often done as “one-offs” and in the long-run may create more challenges than benefits.  These small missteps can compound over time and create substantial negative consequences that can take years to overcome.