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The Ametrine Process

Undivided Attention - From Planning to Execution

No one strategy fits everyone. We take a six step proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Step 1: Identify

We take the time to identify the risk, goals and objectives of our clients to have a complete understanding of their current situation. From there, we assist our clients in identifying their personal, financial, and professional goals and objectives.

Step 2: Design

We then design a strategy that incorporates estate planning, taxes, health care, social security, life insurance, disability insurance, business succession, investments, and real estate.

Step 3: Deliver

We then put the plan in writing and present the plan to you. At this point, you will have three choices:

  1. Implement the plan
  2. Make adjustments; “This looks really good, but I forgot to mention this...”
  3. Decide that it isn’t right for you.

Step 4: Implement

The implementation of the strategies involves establishing your portfolio and/or the protection programs you have selected.

Step 5: Monitor

We consistently monitor the plan to make ensure that the strategies continue to in line with your goals and objectives over the course of time. 

Step 6: Communication

We will communicate frequently during the calendar year, reviewing the plan to ensure it is still in line with your goals and objectives. We will meet once a year to discuss the plan and any changes in your life that may affect your goals and objectives.

It All Begins with a Simple Conversation

To schedule 15 minute chat about your specific circumstances and needs and how we can help you, click here: