How We Do It
Delivery & Recommendations
We will deliver and review your Financial/Investment Plan and clearly lay out your next steps and priorities. Our goal is to give you clear, concise financial advice with confidence and resolve.
Implementation
Once you confirm we will move forward, our team will help you complete applications, open accounts, transfer existing plans and firmly implement your Financial/Investment Plan.
Stewardship
We stay by your side throughout your financial journey to monitor your Financial/Investment Plan and ensure you stay on track! We will create a regular review schedule for you but know that we are here and available anytime you have questions or when life changes affect your financial circumstance.
Discovery
We will work together with you to paint a clear and accurate picture of your current financial situation and discuss what matters most to you. We will patiently listen to your dreams, needs and worries to help you prepare for your future. We will also challenge you and ask some tough questions during discovery. We will then analyze your information and build a draft of your Financial/Investment Plan for us to review together before we present our final recommendations.