Once we get to know you, we can begin to develop a dynamic plan designed to meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul. To ensure we provide you with the best service, we tailored our process into four steps.
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy-to-follow roadmap designed to lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to help ensure that your plan transitions along with you.