1. Connect & Assess
In this initial chat, we'll have the opportunity to get to know each other and discuss your financial concerns, goals and aspirations. Following our meeting, we will provide you with a summary email outlining the next steps, ensuring you have a clear understanding of what it means to work with us before you make any decisions.
2. Goals & Data
During this session, we'll collect the data necessary to get a full view of your current financial picture and determine clear goals so we can craft a personalized plan to get you there.
3. Present Plan
After taking the information and ideas from your goals and collected data, we will share our recommended plan with you and then review and adjust until you are confident in it.
4. Execute & Monitor
Once we are on the same page, we will open the recommended accounts, facilitate any transfers, and implement other items in the plan. From here, the partnership begins, and we will work together to keep you on track.
