GUIDANCE COUNSELOR
DISCOVER
- Identify your goals, values, dreams, concerns/challenges
- Determine risk tolerance
- Analyze current investment portfolio
ORIENTATION
ANALYZE
- Presentation of Investment plans
- Develop asset allocation strategy
- Portfolio construction
ENROLLMENT
REVITALIZE
- Transfer existing assets
- Open new accounts
- Conduct trades to execute agreed-upon Investment Strategies
GRADUATION DAY
EMPOWER
- First statements
- Policy Delivery
- Organization of paperwork
- Set-up online account access and review online resources