As a Financial Advisor with Morgan Stanley in the Chicago Area, for the last 30 years I have enjoyed working with clients on a number of long term goals. I use a 4 step wealth management process for each of client to tailor a plan to help reach their individual goals. I have found that by using this process I am able to clearly define what my clients are looking to accomplish, allocate assets towards accomplishing their goals, adjust investments as necessary along the way, and review my progress towards their long term goals regularly in order to say on track. Over many years of experience, I believe this process allows me to work with my clients and remove some of the emotion of short term decisions that can effect their long term success.