The Process

A 5 STAGE PROCESS

1. Discovery
   You will learn about Aubry & Eustice while we learn about you.  In the process, we both decide whether or not there will be a symbiotic relationship
2. Profile
   Once you engage Aubry & Eustice, we begin to gather data, including your goals.  We analyze and evaluate your current situation in relationship to your goals, needs, concerns, motivations, etc.
3. Strategy
   During this stage, Aubry & Eustice begins to present the potential financial solutions.  You are fully made aware of the applications and implications of the solutions.
4. Implementation
   We begin to implement the recommendations and monitor the progress of the plan
5. Review
   After the first year of planning, we recommend quarterly meetings or phone calls.  The plan is a dynamic plan and needs to be monitored on an on-going basis.

All of the aforementioned topics take into account your goals, desires, wants, hopes, dreams, fears and resources.

The cohesiveness of your plan- making sure that all aspects of the plan are working in accordance with one another – is the single most important factor in the planning process. Each individual situation and plan is different. Each plan and process is client-specific; tailored to your values, temperament and risk tolerance. While it takes time to develop a plan, it is the objective of Aubry & Eustice to move efficiently and effectively in order for the client to implement your plan as soon as possible.