Broker Check

Our Process

How We Do Things

Before you commit to working with us, we’ll schedule two complimentary meetings:


1st Meeting Discussion

  • Discuss the high-level aspects of your financial situation.
  • Review important financial documents.
  • Create objectives based on your needs and goals.

2nd Meeting Discussion

  • Review our initial financial plan and recommendations.
  • Discuss timeline and necessary resources to achieve your goals.
  • Decide whether or not to move forward with the relationship.


During these meetings, we will:

1

Offer valuable advice.

Whether you decide to retain us or not, we’re committed financial professionals passionate about educating you on your financial situation.

2

Keep your best interests first.

Purely motivated by your own success, our recommendations are solely based upon your unique needs and goals.

3

Offer a second opinion.

Even if you have a trusted relationship currently, going through our holistic process allows you to see your situation from a different perspective. Another opinion could be of great value to you. 

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