Our Process
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![Financial consultant reviews investments with a couple](/api/file/image/resize?url=http://easysite2.commonwealth.com/sites/g/files/awx226/f/images/shutterstock_70139659.jpg&height=199&width=300)
STEP ONE: GETTING TO KNOW YOU
- Contact Our Advising Team to Schedule a Meeting
- Understand Your Background
- Meet and Discuss Your Goals
![Overhead view of people in a meeting](/api/file/image/resize?url=http://easysite2.commonwealth.com/sites/g/files/awx226/f/images/shutterstock_320027321.jpg&height=200&width=300)
STEP TWO: CRAFTING YOUR PLAN
- We Analyze Your Goals and Personal Information
- Bring Details to Our Research and Planning Teams
- Build a Personalized Plan Using an Independent Investment Approach
![Business people meeting](/api/file/image/resize?url=http://easysite2.commonwealth.com/sites/g/files/awx226/f/images/shutterstock_105421988.jpg&height=200&width=300)
STEP THREE: EDUCATE
- Deliver YOUR Plan
- Educate You About Each Step
- Empower Through Knowledge
![Man checking his iPhone with coffee and laptop](/api/file/image/resize?url=http://easysite2.commonwealth.com/sites/g/files/awx226/f/images/shutterstock_320028233.jpg&height=200&width=300)
STEP FOUR: IMPLEMENT
- Putting Your Plan Into Action
- Monitor Execution of Each Step
- Ensure Operational Effectiveness
![Female advisor meeting with a client](/api/file/image/resize?url=http://easysite2.commonwealth.com/sites/g/files/awx226/f/images/shutterstock_87844117.jpg&height=200&width=300)
STEP FIVE: PROFESSIONAL COHESION
- Work Along with Your Other Professional Relationships
- Accountants, Attorneys, etc.
- Idenitify Areas of Potential Issue Before They Happen
![Family watching fireworks together](/api/file/image/resize?url=http://easysite2.commonwealth.com/sites/g/files/awx226/f/images/shutterstock_121900897.jpg&height=200&width=300)
STEP SIX: MAINTAIN
- Regular Review Meetings
- Goals, Observations, and Recommendations
- Update Your Plan Accordingly