Introduction
Schedule a 15-minute phone call. This will give both of us the chance to briefly discuss your situation and see where you are in your financial journey. There will be a few pieces of crucial information requested from you to continue on to the next step.
First Meeting
Schedule an appointment to meet us at one of our various office locations or hold a Zoom meeting via technology. During this appointment, we will get to know you, discuss the specifics about your situation and start forming a plan.
Plan Creation
Your professional team will begin to formulate a strategic plan that guides you towards financial confidence, following our diagnosis and analysis. If no further information is necessary, your professional team will reach out to schedule the second meeting.
Second Meeting
We will sit for another meeting, either face-to-face or via Zoom. In this meeting, we will review your financial plan, answer any specific questions you had during our journey, discuss any further recommendations we have, and explain next steps.
Your Decision
At the end of the second meeting, it's now up to you to decide. We will ask if you want to continue this journey with us or if you need some time to think about it.
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Begin Your Journey
Every journey starts with a beginning...
It is an absolute honor to be working with you and your family. Our passion is for you to be educated, comfortable and relieved throughout our journey together. We are so excited to get started!