The Process involved:
1. Evaluate Your Risk Capacity Level
Assess objectives, income targets, and time frame
Draw up an Investment Policy Statement
2. Evaluate Existing Investments
Assess investments, review tax issues involved, and assets diversification
3. Submit Portfolio Recommendations
Joint-analyze proposed investments
4. Institute Investment Adjustments
Rearrange accounts
5. Re-evaluate and Redistribute Portfolio
Investment evaluation and market analysis
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