Broker Check

Our Process

Step 1:
Schedule an Intro Call

It all begins with a conversation. In this meeting, we will get to know you and your story, where you have been and where you want to be and answer any questions you have during this complimentary introductory meeting.

If it’s mutually a good fit, you’ll be invited to schedule a Deep Dive meeting to discuss the next steps you can take in your financial future.

Step 2:
Deep Dive

In this meeting we will establish our client-advisor relationship and confidentially gather financial data needed to develop a plan. We will discuss your dreams, goals, fears and assess any blind spots if any. 

Step 3:
Creating the Plan

At this point, we will develop our recommendations and findings to present to you at the next meeting. We will process & analyze your current course of action versus potential other options and try to leave no stone unturned. 

Step 4:
Implementing the Plan

At this meeting we will present our plan and go over all recommendations. We will then implement it as you desire and discuss your options going forward. 

Step 5:
Join Our Client Family

This is a long-term on-going relationship that is all about helping you fund your big dreams. We will monitor the plan throughout your life time adjusting for any life changes along the way. 

For more information about our firm and the services that we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Reach out to Your Team