We believe in following a proven planning process for you as our client:
- Initial meeting - define scope of engagement
- Understanding your needs - getting to know you, your goals, needs, and priorities
- Research & Analysis - identify the best solutions to fit your needs
- Mapping your plan - designing & customizing a plan for you and your family
- Implementation of your plan - putting your plan into action
- Monitor & service your plan - Regular contact and education is essential to keeping you informed about your investments as well as the financial life plan we created together
