Broker Check

A Look Into Our Process

A plan that turns “someday” into “today.”

A plan that turns “someday” into “today.”

What happens when a financial plan doesn't start with your finances, but instead starts with you? Your goals get a lot more personal. See the difference the right plan can make.

Focused On You – And Only You

Your financial plan is built specifically for you, so no two plans are ever alike. We start with what you want out of life and design your plan to make it happen. That's why we have developed a process that focuses on providing quality advice and takes the stress out of the planning process.

Discovery Session

In this initial meeting, we will explore your concerns, goals, and needs in retirement and review the details of your current portfolio. We will discuss where you are today in relation to where you want to be tomorrow, so we can build the foundation for your plan. We also share our story and our process at the firm level and determine if your goals and objectives align with our expertise.

Advisor Analysis and Strategy Session

After attending your initial Discovery Session, we will review our findings from your Financial Diagnostic specific to your concerns, goals, needs in retirement and current portfolio. Where applicable, we will present our professional recommendations to help take you from where you are today to where you want to be tomorrow, so we can build the foundation for your plan.

 

Implementation Meeting

After attending your Strategy Session, you have decided to implement our professional recommendations to help take you from where you are today to where you want to be tomorrow. During this meeting, we will authorize the necessary documents to put your plan in motion, discuss the member onboarding process, and answer any questions you may have. We will have check-ins after the implementation meeting to review and enhance your plan as needed.

Ready to get started with financial planning?

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