- Get Acquainted Meeting with Potential Client
- Identify Financial Goals and Priorities
- Book a meeting today to get started
- Fact Finding and Discovery Meeting with Potential Client
- Collect Facts and Figures on Current Situation
- Establish a Preliminary Financial Plan for Potential Client
- Discuss Investment Approach and Investment Policy Statement
- Presentation of Financial Plan and Recommendations
- Establish a Formal Business Relationship with Client
- Agree upon Recommended Solution and Implement
- Quarterly Reporting and Meetings with Client as Appropriate
- Track Success and Make Adjustments as Needed
Our philosophy is simple. We get to know you and help you make the best decisions as we provide peace of mind and a valued retirement.
We look forward to meeting you soon.
See OUR SERVICES page for more details.