Initial Discovery Meeting
We will meet to discuss your unique situation and our services. We will identify any concerns you may have, establish your goals and review your data.
Plan Proposal
Shortly after our initial meeting, you will receive our financial planning proposal and detailed instructions on how to proceed. We will be with you every step of the way and available to answer any questions you may have.
Fact Review Meeting
As your plan is being built, we will meet to ensure we heard you and have accurately represented your dreams and goals that are the foundation of your financial plan.
Strategy Review Meeting
During this meeting, we will have a collaborative conversation to discuss your custom strategies, identify hazards, and create efficiencies to guide your success.
Activation & Implementation
Based on your feedback on the areas of planning that are most important to you, we will work closely with you and your other trusted representatives to begin implementation. 1
Annual Progress Meetings
It is important to meet at least once per year to review progress towards reaching your goals as well as update your plan as your life evolves.