Broker Check

 

A 3 Meeting, 7-step process

1.  During our discovery process, we will ask for your information so we can understand your personal and financial circumstances.

2.  We will then work with you to identify and select your financial goals.

3.  After we have discussed your goals and aspirations, we will analyze your current course of action and discuss approaches you can take.  

4.  Next, we will develop financial planning recommendations that are tailored to your goals.

5.  We will present the financial planning recommendations.

6.  We will analyze and recommend actions, products and services to implement as part of the plan.  We will work with you to decide which of the recommendations you would like to implement first.

7.  We will monitor and review our work together and discuss ongoing changes.  We will remind you to tell us about changes to your personal and financial circumstances which can lead to updates in the recommendations. our work together and discuss ongoing changes.  We will remind you to tell us about changes to your personal and financial circumstances which can lead to updates in the recommendations.