Process

A Personal Meeting

Before we work with you, we must know you. We have no preconceptions about how we will advise you until we have completed a process of mutual discovery. An important part of our initial information gathering is identifying what keeps you up at night.

Strategizing

We use the information provided in the meeting to create your personal financial plan. This plan will include analysis of your income sources, living expenses, major projected expenses, assets, and liabilities.

Tailoring Your Strategy

In this meeting, we will show you the base-plan, fill in gaps in our knowledge of your situation and answer any questions you may have to ensure we have created a personal financial plan you are comfortable with.

Underwriting

The provision of financial advice creates rights and responsibilities for both client and advisor. No matter the strategy you select or the financial services company you choose to work with, we are with you every step of the way to ensure that the approval process goes as smoothly as possible.

Regular Review

Once the approval process has been completed, we will schedule meetings to review your services to make sure they are working for you and to see if we can improve them as time goes on.