Progress Toward Your Goals is Best Achieved Through Our Six-step Consulting Process

1 Introductory Meeting

In our first meeting we want to learn about your financial objectives and concerns. We will review any steps you have already taken and together assess how well they have worked for you. You will learn about our wealth consulting process and understand how we can help you.

2 Discovery Meeting

During discovery we explore and prioritize your objectives in greater detail. Our goal is to develop a comprehensive profile of your priorities, your values, your concerns, your feelings about risk, your current financial picture and your aspirations for the future. This information is vital as we develop financial solutions and strategies that are tailored to your personal needs.

3 Strategic Planning Meeting

In this meeting we review our recommendations to solidify your financial strategy. The strategy is tailored to your needs based on a thorough analysis of the information we gathered through discovery. You will get straightforward answers to all of your questions so you can proceed with confidence.

4 Mutual Commitment Meeting

Achieving your financial goals cannot be accomplished in a moment and requires commitment and discipline. If we agree to work together, you can have confidence that we are committed to helping you build wealth. Likewise, we need to know that you are committed to following our proven process. This meeting allows both parties to affirm their commitment and complete all necessary documents to establish and fund your plan.

5 Quickstart Meeting

Approximately 60-90 days after your accounts are established we will review the initial implementation of your plan, help you organize your documents for safekeeping, and answer any new questions.

6 Progress reviews

Your progress reviews are an important way for both of us to stay abreast of your progress. At these reviews we want to know of changes in your needs or circumstances so we can make adjustments to your plan. Unlike working with a broker or doing it yourself, you receive ongoing advice, education and coaching to help you stay on top of your plan.