Tom's Investment Process

Step 1
Discovery
The initial phase during which you learn about Tom and Tom learns about you

Step 2
Financial Map
Tax & Investment Strategies are developed

Step 3
Financial Map
The plan is presented to you and your business

Step 4
Financial Map
Review the plan at your convenience

Step 5
Financial Map
Meet with Tom to review and ask questions

Step 6
Financial Map
Formalize the plan with your accountant and lawyer

Step 7
Implementation Of
Your Plan
Tom works with your accountant to put the plan into place

Step 8
Implementation Of
Your Plan
Investments are managed in your portfolio

Step 9
Ongoing
Review
Your plan and portfolio are reviewed on a continuing basis