1. Initial Consultation
- The first step in our process is to simply have a conversation to learn more about each other and share some experiences.
2. Discovery Meeting
- If we’ve decided to move forward together, this next step involves collecting your financial data, learning about your goals, and prioritizing your objectives.
3. Recommendation Meeting
- We will craft a custom plan in alignment with your personal and financial goals. We’ll go over our recommendations in detail with you and will establish a final plan together.
4. Plan Implementation
- At this point, we will work together to put your plan into place, setting up all accounts and collaborating with your circle of professionals if necessary.
5. Ongoing Evaluation
- We proactively monitor your progress and will communicate with you regularly with updates and evaluation. As a client of ours, you always have ongoing access to us to discuss any evolving circumstances. We know life and plans tend to change along the way and we are here to accommodate changes in your plan.
