It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
So what are the steps?
Step 1:
Intro call to provide a brief background and answer any immediate questions you may have.
Step 2:
Complete a brief questionnaire to kick off the onboarding process.
Step 3:
Hold a 90-minute discovery meeting where we get to know one another and learn more about your financial situation and your goals.
Step 4:
Hold data verification meeting and review potential recommendations.
Step 5:
Hold mutual commitment meeting where we determine if it makes sense to work together and begin plan implementation.
Onboarding Complete:
Ongoing support and advice aligned to client preferences. Reviews at regular time intervals to ensure that changes are being incorporated into the plan and investments are performing as intended.
