Our process
Every client has specific needs, goals, and objectives that are unique to their circumstance. We honor your vision by implementing our distinctive and proven approach, built on meticulous strategy and navigated with clear and thorough direction. With the right strategy in place, you can feel more confident in your financial decisions that may have an impact on your life today and as you transition through the cycles of life.
1. ARE WE THE RIGHT FIT?
Prior to engaging in any new client relationship, we conduct an initial meeting to assess if we are a good fit to work together. This qualifying meeting is significant for you and our financial advisors. It’s an opportunity to get to know one another and discuss our process as well as answer your questions.
2. DISCOVERY
If we decide to move forward, we schedule a discovery meeting where we will review all relevant information, such as: statements and important documents. We’ll create a profile for you to obtain a deeper understanding of your current situation as well as learning more about your future goals. It will take us about a week to build your plan and offer you some recommendations.
3. STRATEFIZE
We utilize this meeting to discuss our suggested strategy and recommendations based on your specific needs and objectives. We go through our recommendations in detail to include what strategies we believe would best serve you and why we believe our recommended strategy is suited for you specifically.
4. IMPLEMENTATION
A plan and strategy without implementation has no value. It is our mission to implement not only the right strategy but also guide you throughout your financial journey.
5. EVALUATE
We continuously stay in touch and meet with you in-person or by phone periodically to review your plan and progress.
