Broker Check

Our Process

Step One - Discovery

• Getting to Know Each Other
• Discuss Goals, Needs, and Risk Tolerance
• Overview of TFA Wealth Management
• Data Gathering and Fit Determination

Step Two - Plan Presentation

• Review Proposed Asset Allocation
• Overview of Systems and Accounts
• Finalize Accounts and Sign

Step Three - Plan Review & Monitoring

• Quarterly Review or as needed
• Daily Monitoring by Money Managers

One of our primary goals is to develop a long-term, trusting relationship with you.

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