Step 1 Initial Phone Call
We will schedule an initial consultation via phone to gather details of your goals in working with us. This call will help determine if our team is the best fit for you and the pathway to accomplish your goals.
Step 2 Discovery Consultation
In this second meeting, we will gather information such as retirement goals, investment suitability, family concerns and anything else pertinent to creating your goal plan and monitoring analysis.
Step 3 Analysis & Recommendation Meeting
We will present our recommendations in a comprehensive plan to manage your assets and our roadmap to achieving your investment goals. You will have a personalized goal planning and monitoring solution that will help you track your progress.
Step 4 Account Opening & Implementation
We will open your accounts and implement the recommendations established in your comprehensive plan.
Step 5 Follow up and Monitor Progress
Our services do not stop after account opening, in fact are just beginning. We offer a holistic approach which encompasses financial checkups and evaluations to your overall plan throughout the years. We will review your progress at least annually and as often as needed to make necessary changes. Our team will be there each step of the way to help achieve the financial goals you envision.
