We offer a complimentary financial assessment to ensure we can provide value and learn whether it's a good fit. After the assessment delivery, you can either implement the plan on your own, or begin ongoing financial planning and asset management.
Journey through our meeting road map to learn what your financial planner will cover in each meeting and discover how the client relationship begins.
This complimentary introductory session will be all about getting to know you and your life goals. We’ll dive deep to discover your current financial situation and identify areas that may need attention.
Together we will review the findings of your financial assessment. Our goal is to help answer critical questions about your retirement.
After the meeting you will decide if you want to move forward with ongoing financial planning services or implement on your own.
DELIVER ASSESSMENT RESULTS | IDENTIFY TAX REDUCTION STRATEGIES | REVIEW CURRENT PORTFOLIO CONSTRUCTION, INVESTMENT FEES, RISKS, & DIVERSIFICATION | INSURANCE REVIEW & RISK ANALYSIS | REVIEW ESTATE PLAN & TRUST DOCUMENTS
This is where your financial plan comes to life. We use our technology and team’s expertise to translate data inputs into a real life experience for our clients.
REVIEW & SIGN ACCOUNT OPENING & TRANSFER PAPERWORK | REVIEW YOUR INVESTMENT POLICY STATEMENT | SET UP ACCESS TO YOUR CUSTOMIZED ONLINE PORTAL | FINALIZE REMAINING PLAN DETAILS
A well-designed financial plan is only as good as its execution. A major component of our process is focusing on dynamic planning strategies engineered to be forward-looking. As our clients’ lives and the financial landscape around them evolves, so do our planning techniques.
Depending on the time of year & current life events, we’ll tailor your review meetings specifically for you. We may go over any of the areas in the following slide, always starting with a life check.
We offer up to four review meetings annually.