3 Steps
Step 1
Reach Out
Start by providing some basic information that can help with the meeting
Always good to meet Nice people
Step 2
Visit
This is a chance for us to say “hi" and see if we are mutually a good fit for long term planning
Step 3
Prepare to set Sail!
Information is gathered, goals and dreams discussed we then chart a course for your journey
Our Process
Step 1: We identify your needs, address your concerns, and set concrete goals that lead to financial freedom.
This is about your goals and concerns.
Step 2: We continue to get to know each other. We gather financial documents so we can get a clear view of your current financial picture.
Step 3: Everything in life carries risk. We identify a comfortable level of risk for you and use it to guide your investment decisions.
The "only guarantees are Death and Taxes" Ben Franklin.
Step 4: We take the information from Steps 1-3 and develop a detailed map that help to guide your financial decisions.
Often times there is a back and forth exchange to clarifying items from prior meetings.
Step 5: We review your financial map and make adjustments until it’s just how you envisioned.
Step 6: We develop an investment plan and identify potential solutions based on your financial map.
Step 7: We work to accomplish your goals as a team. If something is too big for our office to handle, we loop in other trusted professionals. All of us work together to accomplish your goals.