Choose Teena as Your Financial Advisor

Teena's objective as a Financial Advisor is to provide sound financial planning advice to selected clients who want to develop a long-term financial relationship. She utilizes the Six Step Financial Planning Process to ensure that her client's financial objectives are achieved.

To do this, Teena uses the following planning process:

1. Establish client-planner relationship, services provided, service fee payment information
2. Define your investment objectives, financial goals, risk tolerance, and time horizon analysis
3. Analyzing and evaluating your financial status
4. Present financial planning recommendations
5. Implement the financial planning recommendations
6. Monitor and adjust financial planning recommendations