Investing Process:

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 1. Determine the Client's situation:  Our investment process begins with getting to know the client and learning what is important to him or her.  At this step, we review the client's current financial situation.  Topics covered include the following: 

  • Planning for Retirement
  • Investing for the future
  • Risk Management
  • Estates & Trusts
  • Tax Planning
  • Cash Management

 

Step 2. Setting and Evaluating the Client's Goals:  Goal setting is of utmost importance in becoming successful in anything, and there is no difference in the wealth management process.  TTF Wealth Management will assist a client in establishing effective goals based on these standards:

  • Clearly defined specific goals
  • Attainable goals
  • Realistic goals
  • Measurable goals
  • Timely goals

Step 3. Develop A Risk Management Plan: When investing it is important to establish risk parameters. This will enable us to create realistic goals without taking unnecessary risk.

 

Step 4.  Create An Action Plan:  This is the step where we pull it altogether.  TTF Wealth Management will analyze all the data from our detailed conversations and risk management score sheet to develop financial recommendations.

Step 5.  Implement Strategy:  Upon your approval, TTF Wealth Management will implement the client's financial strategy.

Step 6.  Monitor and Review:  Life is forever changing.  With that in mind, it is important to update a client's portfolio during quarterly client reviews to keep them in line with current goals.