Our process begins with an initial meeting or discussion so we can establish and define the extent of our relationship. The next step is to gather all the important data about your financial situation and get a better feel for your dreams, aspirations, goals and objectives. After we have a good understanding as to what you have and what you want to accomplish, we will begin developing realistic strategies and then present these recommendations. Assuming you are comfortable with these strategies, we will help you implement the recommendations. Finally, we will spend the next 10, 20, 30 or 40 years monitoring your financial situation and making appropriate adjustments along your journey.
If you are interested in scheduling your initial meeting,
please click here to download and complete our Initial Planning Questionnaire.