How Would Our Partnership Work? We will ask you to complete a questionnaire that will help us understand your current situation and goals. The next step would be to meet and review the information provided. We would then prepare recommendations that are appropriate for you.After the recommendations are prepared, a subsequent meeting will be held. When you have approved a plan of action, we would oversee the implementation. Our job is to continuously monitor your portfolio and make recommendations when appropriate. We will keep in close communication through phone calls, e-mail, reports and meetings.It is your responsibility to keep us updated on any changes in your life. As you go through various stages of life, we will be there to provide you with support through our services.