Determine your financial goals, resources and savings/withdrawal plans Review your current investment accounts Determine which accounts and investments are associated with each of your financial goals Review advantages and limitations of each account and recommend other accounts as needed Prepare your Investment Guidelines including your investment horizon, risk tolerance and target return for each of your financial goals Set Asset Allocation Targets for each of your financial goals Review your investment holdings Recommend other investment holdings as needed Prepare your Investment Review Report including recommendations Review with you Perform periodic Investment Reviews as requested