Name: Core Family Office
Address: 6700 Fallbrook Ave. Ste.100A, West Hills, CA, 91307, US
Telephone: (818) 404-7537
Price range: $$

Introduction

Let's connect. We hope to understand your business and personal goals. This is the time to know you better and see if we would be a good team

Discovery

At this stage, we will be better acquainted with you and your trusted team. This will help us understand your investment profile.

DIscussion

Discussion

Lets talk options? Let's discuss strategies that are best for the goals you want to achieve. This is where we engage with your trusted team and you. Our strategies are unique because of our experience across all assets.

Implementation

The final step is to put the plan in action! If you aren't already surrounded with your trusted team, we will help you implement all the strategies we bring to the table. We explain the implementation process and walk you through the management of your plans.

Ongoing Care:

We at Core, realize that life is a forever changing factor. To ensure we are on track with your goals, we will conduct a 30 day Review, 60 day Review, 90 day Review and a Yearly checkup.

Schedule Consultation

Please call us at (818) 404-7537 today - we'll be happy to offer you a free consultation. Thanks for visiting!