Step 1.
Introductory Call
Our relationship begins with a 30-minute no cost, no obligation, introductory phone call toensure your needs and our expertise are aligned. If we both agree that we are a good fit foreach other, we will book a second meeting.
Step 2.
A Detailed Discussion
In this meeting, we will have a more detailed discussion on your goals, concerns, and financial situation. From this conversation we can determine if we should be solving a specific problem or if you would be better served by an individualized plan to reach your goals.
Step 3.
Plan Presentation & Review
In this meeting, we will guide you through the plan we create to achieve your goals.
Step 4.
Implement the Plan
If we chose to work together, our long-term relationship is built on a trusting partnership. With this in mind, we want to ensure you have adequate time to review and understand the plan, then we will implement it.
Step 5.
Review
Things change, once your plan is in place, we will periodically review it with you to ensure itcontinues to grow with you.We look forward to helping you have the retirement lifestyle you have worked hard for!
OUR APPROACH
FAMILY FOCUSED | VALUE DRIVEN
RELATIONSHIP BUILDING
It’s not just about service when we manage our clients’ affairs, it’s a whole process. Our approach is stress-free, confidence building, relationship-driven and client forward. We’ve made it easy and broken it down t0 5 main reasons you, your family, and your business can benefit from our strategic financial planning services: