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Our Process at FIMG

It all starts with a thoughtful and thorough plan. We create a strategy designed for each of our clients based on their unique vision, lifestyle, needs and resources. In doing so, we adhere to a disciplined process and follow a strict fundamental investment philosophy. We value a team approach to client success and as such, will work proactively with other professionals such as attorneys, CPA’s, and other professionals to serve our clients in the most prudent manner.

  • Initial Consultation – Discovery Meeting
  • Current Plan Analysis – Where are you now
  • Strategic Plan Considerations – Topics for consideration
  • Implementation – Outline tasks and dates for completion
  • Strategic Review and Monitor – Review progress and amend when necessary