1. Determine Objectives
Our first step it to determine your unique objectives and develop a roadmap that will help you meet those goals. Every financial plan and decision should be purpose-driven and directly aligned with goals. We, at Servus, are here to help you achieve your goals.
2. Formulate Strategies
Once we understand your objectives, we want to build a strategy that puts you on the road to achieving your goals. This strategy is specifically tailored your needs.
3. Implement Strategy
Once we design a roadmap to success and a data-driven strategy, we review our approach with you. Together, we address any questions or concerns, and determine proper implementation before the strategy begins. This piece in our process is critical, to make sure that you are in agreement with our strategic roadmap – every step of the way.
4. Monitor Progress
Once our strategy is implemented, we monitor its progress. Depending on the nature of the investment, we monitor it on a daily or monthly basis. A 30-day US treasury, for example, needs less monitoring than an actively-managed stock portfolio. Through regular meetings, we are able to explain progress and touch base when it’s most convenient for you. We can meet in person, by phone, by email, or in whatever way is most convenient for you.