The Continuous Evaluation Process

We have crated a special process for successful individuals called The Continuous Evaluation Process.

The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your financial assets and strategies.  Created by Greg Harvey of Integrated Wealth Solutions, The Continuous Evaluation Process helps you take full advantage of wealth building opportunities, reduce risk, and achieve your financial goals.

The Continuous Evaluation Process is a step-by-step process divided into distinct phases.  In phase one, you participate in a one-on-one Starter Session to assess your current situation and set goals.  When you've completed the session, you'll be ready to participate in The Continuous Evaluation Program.  Working together in phase two, we help you develop strategies and a detailed plan.  In phase three, we help you develop a team and implement your plan.  You can also take advantage of The Continuous Evaluation Toolbox, our full suite of tools and capabilities.

Contact Us to receive your free starter session Evaluation and Questionnaire.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck