Mark R. Green, CIMA®

As with any investment made in life—a family, a home, a college education—some of the best results are achieved by carefully constructing a plan and then following that plan consistently over time. A well-crafted investment plan provides a broad context for making important financial decisions and then prescribes a prudent investment philosophy and set of investment procedures for helping you achieving your long-term financial goals.

I use the following systematic consulting process to uncover your most important goals and to design and implement appropriate solutions.

Step 1: Discovery Meeting. At our initial meeting, I conduct a discovery interview. This helps me identify the challenges you face in achieving what is important to you. I examine your current situation, the goals you would like to achieve, and how I can help maximize the possibility of achieving those goals.

Step 2: Investment Plan Meeting. Several weeks following the Discovery Meeting, I present my diagnostic of your current situation and my recommendations for how I can help bridge the gaps in order for you to reach your goals. This plan forms the foundation for all our work together.

Step 3: Mutual Commitment Meeting. One week following the Investment Plan Meeting, we are ready to make a mutual decision about whether my firm can add substantial value and whether we should proceed. We also execute the documents necessary to put your investment plan into motion.

Step 4: 45-Day Follow-up Meeting. When you have multiple accounts, it's easy to become overwhelmed with the amount of paperwork you receive. At this meeting, I help you organize all the paperwork. I also answer any questions you may have so that you understand exactly what is happening with your money.

Step 5: Regular Review Meetings. These meetings, which I schedule at intervals convenient to you, provide me an opportunity to review any major changes in your personal or financial situation since our previous meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. I also review your overall progress toward your long term financial goals. This meeting is also my opportunity to implement wealth management solutions that may be appropriate for your situation. I will present to you my wealth management plan at our first Regular Review Meeting so that I can prioritize those areas of greatest importance to you and then begin to address them systematically.

Managing your assets can become not only a full-time job, but also a complex and overwhelming one. As a Financial Advisor focusing on portfolio management, my clients appreciate my consultative approach in helping them reach their objectives to grow and preserve wealth.

I help create customized investment strategies, seeking out high quality, undervalued companies. But more importantly, I help my clients make well-informed decisions and maintain the discipline they need to navigate through the most challenging markets. Because an investment plan is only as good as your ability to stick with it.

To gain the skills and knowledge I need to serve as your primary financial advisor and effectively manage aspects of your financial affairs, I work with a network of professional advisors. These carefully selected specialists provide me with a high level of knowledge and skill in key aspects of your finances. As your wealth manager, I review your complete financial picture and identify any needs. I then turn to my network, as appropriate, in order to evaluate your specific financial challenges and devise strategies.

Articulating your critical factors and my recommendations for helping you achieve your financial goals in an investment plan has a number of important benefits:

1. It helps provide long-term discipline to your investment decision making. A well-conceived plan helps ensure that rational analysis is the basis for your investment decisions, making you less likely to act on emotional responses to short-term or one-time events.

2. It encourages our effective communication. Because an investment plan documents both the issues that are most important to you and the investment approach and strategy that will be used, it helps to minimize any misunderstandings that may arise.