The Fox, Joss & Yankee, LLC, Process

The Fox, Joss & Yankee, LLC, Process consists of two phases: the Project phase and the Ongoing Management phase.

The goal of the Project phase is to provide information and impart knowledge to our new clients. The Project phase consists of two to eight meetings, depending upon the number of projects required. The Project phase typically will include one or more of the following projects: Capital Management, Education Planning, Cash Flow Projections, Retirement Planning, and Estate Planning. This may take one to six months depending on the timeline established by the client. We can easily complete three projects within a four month period.

Our Ongoing Management phase begins after the Project phase is complete. Clients who have completed the time intensive Project phase engage us to be their financial planners and investment advisors on an ongoing basis. We stand ready to answer questions and address concerns as needs arise. This involves continued portfolio management, investment recommendations as required, and periodic reporting of the portfolio's performance. More often than not, this phase includes advice or discussion about issues other than investment management; social security, buy-out or early retirement issues, real estate issues, life or long-term care insurance changes, and cash management, among others.

We do not provide stand alone plans or hourly consultations.