Benefit

CTA

Step One

Orientation

Interested potential clients contact us and schedule an orientation call. This is an opportunity for all of us to determine the fit and potential opportunities for the client. Here, you’ll evaluate us as much as we determine fit, and you’re encouraged to ask questions of the advisors during this call. We invest in long-term relationships, so this is where we both decide whether this relationship will work. It’s a very personal relationship, so it’s important that the engagement works for all of us.

Step Two

Discovery

Once we determine that there’s a favorable fit for us, we’ll initiate a Discovery Meeting. We’ll ask you a lot of questions to clarify and understand where you are at present, what your immediate concerns are and what you’re trying to achieve. You’ll ask questions too.

Step Three

Homework

After our Discovery Meeting, you’re assigned the "homework" of gathering relevant financial documents for us to review. These documents give us a detailed picture of your financial situation.

Step Four

SNAPSHOT

From the document review, we hold a "Snapshot Meeting" where we describe our findings, clarify your current situation and identify your potential challenges. With goals established and aims defined, we present initial recommendations. In this meeting, you’ll sign our contract and officially become a happy and supported LFA client.

Step Five

Implementation

The "Snapshot Meeting" leads to an "Implementation Meeting" , where we sign an Investment Policy Statement (IPS). The IPS is the guidebook for your financial success – the LFA investment “playbook” and your specific rules for engagement.

Step Six

INVEST

Once the IPS is signed, we invest our client's assets in accordance with their risk preference, goals and objectives, as outlined in the IPS.

How it is Now/Problem

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.