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Our Process

Step 1: Getting to Know Each Other

  • Initial meeting to learn about each other
  • Discuss your specific needs
  • Talk about what you want to accomplish
  • Answer questions about us and our approach

Step 2: Organize and Gather information

  • Set up your personal financial management system
  • Discuss your financial preferences, such as risk tolerance

Step 3: Strategize

  • Develop a custom approach to your unique needs
  • Agree upon an effective and long-term financial and investment strategy

Step 4: Implementation

  • Put the custom financial strategy to work
  • Put the custom investment strategy to work
  • Use our knowledge and expertise for a smooth transition

Step 5: Monitor

  • Monitor your investments
  • Monitor your financial strategy
  • Discuss the need for any adjustments

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Contact Us

1 Eves Drive,Suite 111
Marlton, NJ 08053

Office: 856-988-0688
Toll-Free: 800-755-7526
Fax: 856-988-9544
info@cooneyadvisors.com

© 2018 FMG Suite.