Our Process:
It All Starts With A Plan
Step 1: Intro Meeting
Our first meeting is to introduce you to our services. At the conclusion of our meeting, we will ask you to complete a Confidential Questionnaire. The questionnaire is a quick and easy method of gathering the information needed to design your plan. The completed questionnaire and the accompanying financial documents will be reviewed prior to our next meeting.
Step 2: Outline Goals
After reviewing the completed questionnaire and financial documents, we will outline and discuss your financial goals and objectives.
Step 3: Create Your Plan
We will present you with a plan based on the information you provided and further discuss your current financial situation and then focus on creating your future financial plan.
Step 4: Implement Changes
We will begin to implement any changes to your present plan that we agree will maximize your wealth creation.
Step 5: Routine Reviews
Financial planning is a process and this process needs to be reviewed. We will meet with you regularly to review and or modify your plan. When necessary, we will implement any changes necessary that reflect a change in your financial position.