The first thing we do is create a financial plan for you. We call it a living financial plan. It’s living because as your life changes, we are going to make changes to that financial plan to get you to those goals and aspirations that we set at the beginning. Once we have the financial plan in place, it will give us a guideline — a framework to work toward the asset allocation in your portfolio. Once the asset allocation is in place, we determine the securities that go into your portfolio and then give you feedback along the way to determine how you’re doing in achieving the goals that you’ve set.
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