It's as simple as 1, 2, 3.
You want to meet us, we want to understand how we can help you.
Setup initial meeting
Learn what questions to ask of a Financial Professional relationship. Review Client Relationship Summary (Form CRS)
Bring First Meeting Guide to initial meeting
Attend first meeting
To sum it up, we work together. Each plan is unique because it's all about you.
Collect information about your life with our Initial Financial Organizer
Set financial plan scope of services and time-line
Construct a financial plan that is all about you, your priorities and needs
Now that you've got a plan, we'll help you stay on course while you live your life.
Implement recommendations as determined in prior meetings
Participate in ongoing open communication about your life, the changing world and how we can assist
Meet annually to update your plan and stay on course