CONSISTENT PROGRESS:
THAT’S OUR PROCESS

THE 4 STEPS OF PARTNERING
WITH HARMON STREET

There’s nothing like the right fit. The introductory 4-meeting Harmon Street process builds a foundation for your long-term financial fulfillment.

• 1.
  Introductory Meeting

  Establish broad goals and establish if we have the right chemistry to work together

• 2.
  The Data
  Dump

  After ensuring that we see eye to eye, we’ll schedule a ‘data-dump’, where all the relevant information about your assets, investments, and more come into play.

• 3.
  Draft Plan Discussion

  Next, we’ll sharpen our pencils to craft a high-level way to reach your financial goals over the long-term.

• 4.
  Finalized Plan & Investment Action

  Finally, we’ll incorporate feedback and talk about implementing the plan. It’s a source of pride that only here do we begin talking about investment and financial products.