1
DISCOVERY
Through a complimentary consultation we engage in an open dialogue about your goals, objectives, and concerns, and ways we’ve successfully addressed them in the past with our clients.
2
DESIGN
After completing our analysis we then design a proposal using our team of experts. This proposal discusses all of the concerns, and challenges discussed in the discovery meeting as well as any additional concerns our team uncovered. It then discusses our recommendations and how they will make a positive impact in your world. Finally it will discuss timeline to put these recommendations in place for you.
3
IMPLEMENTATION
Once you agree with our proposal and agree to move forward, Your Choice Advisors, coordinates with your advisory team as well as our team to ensure your plan is put in place in a timely fashion.
4
MANAGEMENT
Once the Implementation is completed, our work with our clients just starts. Each custom proposal with have its own set of ongoing management requirements. Your choice Advisors, LLC will overlook these requirements for you and keep you up to date along the way. We will also set up mandatory dates along the year to stay in touch with you and your family to make sure everyone is on the same page.