Here’s What Our
Collaboration Will Look Like
From day one of meeting you, our focus is on getting to know your unique set of circumstances and the goals you have. The financial planning process is an opportunity to not only build a wealth strategy, but a strong relationship together—one that can support you as your life shifts and changes over time. We look forward to embarking with you to simplify your finances and get everything strategically organized. Take a closer look at what you can expect below:
2. Discovery & Proposal Meeting
Focusing on your concerns, needs, and goals will allow us to understand your unique needs and objectives. You will have an opportunity to go into depth about your situation and we’ll share how we can help. By the end of this meeting, we will have a good understanding of the complexity of your situation and provide a quote for services.
4. Explore Possibilities
We will analyze and evaluate your current financial status. Next, we will test many scenarios and strategies to increase the probability of you reaching your objectives.
6. Ongoing Support
Ongoing support is available as needed. Annual reviews are encouraged.