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.
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