Intro Call
15-30 minutes to learn where you need help and determine if we're a good fit.
This call serves as an opportunity for you to learn how we serve our clients without any commitments.
Get Organized
Organization is key to financial success, so we'll help you come up with a system.
This meeting gives us an opportunity to understand what's important to you, start data gathering, and serves as the foundation for our analysis.
Analysis
Our team will work through the details and provide a simple, easy to understand financial roadmap.
In this meeting we will provide actionable recommendations to help improve your financial position.
This could include strategies to minimize taxes, eliminate threats to your financial security, or plan for gifting to family members, it all depends on your current circumstances and priorities.
Implement
At this point you’ve had a chance to review the information we’ve provided and determine the value that you will get from working with us. If you are interested in ongoing assistance our team will help you implement our initial recommendations from the analysis meeting. If you are not looking for an ongoing relationship that’s ok too, We will provide you with suggestions on how to make some of the changes we’ve recommended.
Review
Tracking progress towards goals.
Updates on the markets, economy, regulations, and tax laws that impact you.
Life is dynamic and plans can change, so we will proactively schedule meetings to stay on track and avoid speed bumps along the journey.