STEP 1: CONNECT
Together we will determine if we are a mutually good fit to begin the process together.
Discuss the applicable fees arnd any other questions you may have. Review the provision of our agreement and provide a document checklist for our next meeting.
STEP 2: EXPLORE
Document and review your detailed information regarding current assets, liabilities, and the completeness of your financial picture.
Discuss risks, objectives, short and long-term needs, and how we can help you develop your financial road map with measured solutions.
STEP 3: SOLVE
Personalize your case design based on an in-depth analysis and consultation with our partners and specialists.
Reconfirm your priorities, time frame, and commitment to your plan, and resolve any of your concerns.
Talk about next steps and come to a final agreement on implementation.
STEP 4: IMPLEMENT*
Put the financial plan into action based on recommendations and risk management strategies we have agreed upon.
Communicate progress to ensure we are both completing plan steps, and determine if there are changes to your financial situation that we need to be aware of for planning purposes.
*plan implementation can be done by a firm of your choosing
STEP 5: SERVE
Meet or speak with you on a regular basis to stay connected with you as our valued client, and to ensure your continued satisfaction with the plan we are developing.
