1 – Consultation
Your initial review with our team provides us an opportunity to hear what items are of importance to you, where you currently stand financially and what your goals are going forward. This consultation is an interview process for us, and more importantly you to see if our values and thoughts align.
2 – Discovery
If we feel like we can assist you and you are ready to move forward with our firm, we will provide a list of items containing information we need for a more “in-depth” review and analysis. If we work together, our intention is that we will work together forever. We like to call our Discovery meeting a "financial confession" where you, the client lays out where you are in the planning process and then we utilize this info to start building a road map.
3 – Building Your Balance
Using the information from the initial consultation and discovery appointments, our firm will now layout the plan for you to achieve financial confidence. Continuing to work together closely, we will develop the “living” plan and review it continuously to ensure you stay on path. This plan adapts with your life along the journey.
4 – Making Sure We Are On Path
Now that we have a financial guide in place, we need to review it to make sure we are not getting off path. This includes periodic meetins to make sure nothing has changed in what we are doing together. We strive on communication with clients. it is essential we communicate with one another frequently to ensure that the path has not changed and if it has, how we develope an alternate path you are comfortable with.
5 – Summit
We have a review meeting with every client at least three times per year. This is in addition to weekly emails that contain information that may impact you and your portfolio. While it is great to achieve financial confidence, it is our job together to make sure you do not veer from the path of your ideal retirement life.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.