OUR PROCESS


First Appointment

The first meeting will be a discovery meeting.  We take pride in truly getting to know you and understanding what your financial goals are. We know that everyone’s financial situation and goals are unique and in this first meeting we can clarify what those goals are and what steps you are currently taking to meet those goals. As well as address what has been working for you and what hasn’t been.  This meeting is a good time to see if we are a good fit for each other and decide if we want to move forward as a team. Very rarely will we do any business on the first appointment.

Second Appointment

At our second meeting we will provide an agenda and review the details of your current investments as well as potential downfalls or blind spots.  Our analysis reports are useful in highlighting any areas where a change would be beneficial.  As a comprehensive planning firm we can provide multiple solutions whether they are at risk in the market or low risk options outside of the market. You will be presented with options as well as a plan of action.


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