In this brief phone conversation, we introduce ourselves, learn a bit about your financial situation and determine if we are a good fit to work together.

If you like what you hear in our introductory phone call, we schedule a second meeting to learn more about your specific needs, goals and expectations.

In this meeting, we ask you to provide specific details about your current financial situation so we can begin identifying opportunities and specific strategies to help empower your goals.

After we’ve gathered the necessary information, we begin drafting a preliminary financial plan.

We present this draft plan to you and answer any questions you may have. We also ask for your feedback on how we can better customize our recommendations and adjust our proposed strategies to meet your specific needs.

At our follow-up meeting, we present a revised financial plan that incorporates your feedback and all recommendations.

The goal of this meeting is to ensure you’re fully informed and comfortable with all aspects of your financial plan.

After presenting your personal financial plan, we hope you’ll take some time to consider our recommendations and make sure you’re comfortable moving forward as a client of the firm.

We understand this is a big decision, and we never pressure you into partnering with us.

Once you’ve decided to move forward, we take the lead in transferring your assets and implementing your custom strategies.

We walk you through all necessary paperwork and work to ensure a seamless transition Congratulations – You’re now up and running

The implementation of your custom financial plan is just the beginning. On an ongoing basis, we continuously monitor your investment portfolio and financial planning strategies, making proactive
adjustments as necessary to due to constantly evolving market and economic conditions.

We also meet with you on a regular basis to assess any changes in your life and goals that may require an update to your financial plan.
Ongoing,we provide regular communication, statement and meetings at a frequency that works best for you.