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Our Process

At The Maleri Group we take the time to work with our clients in an ongoing and continuous way to help meet both their current and future goals and needs. Our process is designed to focus on the key areas of your financial life to help you simplify the often complex aspects of wealth accumulation and preservation over a lifetime.  

 

Step I: Discovery

We begin this stage during our initial meeting where we get to know your issues and concerns. This stage allows us to gain a better clarity around how we may most appropriately work together to meet your investment, capital and planning needs.

Phase II: Strategy

During this stage our primary objective is to develop an effective, long-term investment process that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy and process we recommend for long-term success.

Phase III: Implementation

During this phase we then meet and implement the appropriate solutions we’ve discussed to successfully meet your planning goals.

Phase IV: Monitoring and Adjusting

We monitor and review our goals and corresponding accounts on a regular basis to ensure they are still on track and performing in a way that meets your indented goals. When we discover that a client's circumstances have changed, or that shifting global markets require a different approach, we are quick to make suggested adjustments.