Take the First Step
Planning Process
1) Introductory Meeting
Your first consultation is complimentary. During this meeting you will be introduced to your advisor, set expectations for both parties and see if we are the right fit for you.
3) Develop and Implement
A thorough plan is presented that articulates your overall financial picture. Your advisor will address areas of success, potential concern, as well as steps of implementation to achieve your future financial objective as efficiently and effectively as possible.
2) Discovery
During the planning process, your advisor will analyze the information you compiled from our requested list. They will guide you through a series of questions to take a deeper look at your current financial picture, your values and what you wish to achieve in your financial future.
3) Develop and Implement
A thorough plan is presented that articulates your overall financial picture. Your advisor will address areas of success, potential concern, as well as steps of implementation to achieve your future financial objective as efficiently and effectively as possible.
2) Discovery
During the planning process, your advisor will analyze the information you compiled from our requested list. They will guide you through a series of questions to take a deeper look at your current financial picture, your values and what you wish to achieve in your financial future.
4) Ongoing Advice
Your current lifestyle, priorities and goals can shift overtime. We will continually work with you to adjust your plan, keeping you on course, no matter what life changes come your way.
LET'S GET STARTED
Contact us today to start the conversation. We can set up an introductory meeting and make sure it’s a good fit – no obligations and no pressure.