After we have established a plan and an investment strategy, and have come to an understanding about the mechanics of how we will work together, it is time to deliver our plan and strategy. Next, our team will establish the necessary accounts, transfer funds, execute the appropriate documents, and create online profiles and account access. During this time, we will walk you through statements, online access and you will see your plan and investment strategy begin to work for you. We take great pride in our ability to deliver our services and strategies to our clients and partners.