Our Process

First Meeting

We will meet to discuss our complete process and gather what you expect from us as advisors. We will describe the Fact Finder, which is the first step in providing you with a personal financial analysis. This questionnaire is designed to be easy and quick to complete. The completed questionnaire along with associated financial documents will be needed prior to the next meeting.

Questionnaire Review

Meeting using the completed questionnaire along with the financial documents you have provided we will discuss your complete financial profile.

Current Position

Meeting using the information provided from your questionnaire and documents from our second meeting we will present the results of the analysis that will be used to help map your financial future towards Protection, Savings and Growth. We will first discuss your present financial situation and then work with your future situation.

Strategy Meetings

From the results of the model and our discussions we will begin to implement the strategies we have agreed upon that will aim to maximize your wealth building with a minimum of additional expenditures.

Regularly Scheduled Meeting

We will maintain the role of the macro manager for your financial well-being. We will meet with you on a regular basis to review and modify when necessary to reflect any changes in your financial status and recommend implementation of changes when necessary.

Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

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