At Long Investments, our seven-step process helps ensure no detail is overlooked as we work with you to establish, implement and maintain custom strategies that meet your needs.

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Step 1
Introductory phone call
In this brief phone conversation, we introduce ourselves, learn a bit about ...

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Step 2
In-person or virtual meeting to discuss your needs and goals
If you like what you hear in our introductory phone ...

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Step 3
Preliminary financial plan presentation
After we’ve gathered the necessary information we begin ...

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Step 4
Follow-up meeting
At our follow-up meeting, we present a revised financial plan that incorporates ...

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Step 5
Sleep on it and feedback
After presenting your personal financial plan ...

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Step 6
Onboarding
Once you’ve decided to move forward, we take the lead in transferring ...

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Step 7
Ongoing monitoring
The implementation of your custom financial plan ...

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Schedule your introductory call. We look forward to getting to know you

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