When you engage with our team, we help you articulate your financial goals and structure your financial ecosystem to pursue them.
You can consider this as a "First Date", where we get to know each other, share expectations, and determine whether our team is a good fit for you. We establish priority needs and outline specific steps for the next meeting.
We have an in-depth conversation about your priorities, goals, and dreams. The focus is on you, your family, your business, and your legacy. Both qualitative and quantitative information is explored during this meeting.
During this step, we conduct a holistic analysis of what we learned from our first two meetings to design a plan around your priorities, goals, and dreams.
We present written recommendations that align with the pursuit of your goals. Included will be a defined action plan with multiple options to consider. You will be given access to our system to monitor your financial situation, which allows daily updates.
Your plan is only as good as the action behind it. This step is where the strategies presented are acted upon by you with us guiding you along the way (If you choose).
Forward Planning Sessions
We realize that your financial needs and goals will change as time goes on. Our team will conduct regularly scheduled planning sessions to keep your financial plan aligned with your priorities, goals, and dreams.