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
- Organize your thoughts with the First Meeting Guide
- Bring enclosed 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 instructed by you
- Ongoing open communication about your life, the changing world and how we can assist
- Meet annually to update your plan and stay on course