What We Do
Our Financial Counseling Process

1. Understanding Your Needs

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Attributes of Your Personal Financial Profile

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2. Creating Your Plan

  • Create your personalized financial plan and asset allocation

  • Review plan and adjust if necessary

3. Opening Your Account

  • Open your account with Charles Schwab

  • Sign OFA Discretionary investment advisory agreement

  • Transfer your assets into your account

4. Managing Your Wealth

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  • Implement your asset allocation

  • Monitor your account 

  • Report your performance and assess plan adherence

  • Review and adjust asset allocation