Our Process

Graves-Light understands that your time is valuable. Our approach to managing and protecting your wealth is efficient without hurrying the process. Here’s how it works:

1

Schedule A Consult

You talk, we listen. We get to know you by learning about your family, goals, and tolerance for risk.

2

Comprehensive Review

We review your finances and legal documents to determine your responsibilities and identify obstacles.

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3

Big Picture Planning

We create and implement a plan-of-action that is consistent with your long-term goals and addresses your current needs.

4

Reporting & Support

We send you detailed reports on your investment portfolio. Regular meetings address changes for an ever-evolving portfolio.