Our Full Circle Process
![CEG 2016 Graphic](/sites/g/files/awx4151/f/images/CEG-2016-resized_1483976197.png)
1. Discovery Process
What are your goals, dreams, and values? What is your timeline for achieving them? How can we help?
2. Priorities Clarification and Investment Plan Statement Development:
Analysis of current situation and recommendations for moving forward.
3. Wealth Management Strategies:
Interactive review of personal wealth management plan.
4. Implementation:
Comfirmation of commitment and interaction, as appropriate, with expert team members.
5. Regular Renewal Meetings:
Things change. We'll measure progress towards goals and modify and update your plan to support your needs.