Creating & Protecting WealthStarts With the Right Partnership
We’ve built a comprehensive planning process that’s designed to keep you involved, knowledgeable and motivated for what’s to come. From the start, the focus is on your goals and vision for the future, which we take the time to discover on an intimate level. If you’re wondering what working with us will look like for you, here’s what you can expect.
Initial Meeting
During this time of exploration, let us know what your current priorities are, the work you’ve put in so far and what roadblocks you’re encountering. We’ll share more about who we are, what we do and how we can work together.
Plan Proposal Meeting
Based on our previous chat, we’ll develop a customized plan based on your needs and long-term goals. The next time we meet, we’ll walk you through our proposal and provide further clarity on what working with us will look like if you choose to move forward.
Verification Meeting
Next, we’ll verify that we have all of the accurate information regarding your financial standings before finalizing your custom plan.
Presentation Meeting
We’ll meet for a detailed walk-through of your custom-built financial plan. We’ll discuss potential opportunities for enhancing your plan and provide an implementation schedule to help move you closer to your goals.
Implementation Meetings
Expect to get together every two to three weeks to continue implementing the action items outlined in your plan.
Quarterly Meetings
Once everything is in place and the dust has settled, we’ll reach out once a quarter to check in, reassess your plan and make any updates needed to keep things on track.