Step 1: Introduction
Before we begin planning, we’ll start by getting to know
one another. Help us understand your unique financial
needs and goals so we can better prepare our
strategies.
Based on our introductory meeting, we’ll research an
appropriate set of options for you. During this time we’ll
take into account your current financial situation and
any goals or expectations outlined previously.
Step 2: Discovery
Step 3: Solution
After we’re confident in the options we’ve found for you,
we’ll develop a personalized financial plan designed to
help you stay on track and pursue your goals.
Once you’re comfortable with the plan we’ve
developed, we’ll set your strategy into motion.
Step 4: Implementation
Step 5: Ongoing Reviews
We’ll regularly review and update your plan to help
ensure you’re on track to pursue your goals. In addition,
we’ll coordinate with your legal and tax advisors as
needed.