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Advisory Process
Step 1.
Discovery. It is essential that we have a clear understanding of your situation. We will sit down with you to determine what is important to you and what “makes you tick”. During this process we will discover important factors such as your investment objectives, your tax circumstance, and estate planning concerns.
Step 2.
Analysis. The next step in this process is to evaluate and analyze the information that was collected in step 1. Many clients have complicated financial issues that take time to understand and appreciate. It is during this process that we will often come back to the client to seek clarification with regards to specific issues. At this point the lines of communication are open. Only after we are confident that we have a clear understanding of your needs will we move ahead with the third phase of this process.
Step 3.
Design and Implementation. At this point in the process we develop the plan that is best suited for your unique situation. After careful reflection of the information gathered we are able to develop a strategy that will set out the roadmap that will enable you to attain your financial goals. From an investment standpoint this plan will consider such things as your objectives, risk tolerance, unique constraints, and time horizon.
Step 4.
Monitoring/ Open lines of communication. Once we have designed and implemented the plan it then is our job to make sure that we monitor this plan on a regular basis as well as be in regular contact with you. It is during this ongoing step that we find relationships are truly strengthened. It is up to The Fox Group to make sure that all client questions, and concerns are dealt with in a timely and accurate manor. Accessibility is one of the cornerstones of the Fox Group's commitment to the client. We meet with clients on a regular basis to confirm that the original plan remains relevant and to answer any question that you the client may have.
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