Interested in learning how we work? When you contact us, we will walk you through the following initial process to help you determine how we can help you and the service that will work best for your needs.
- Step 1: Call
On this 10-minute phone call, we will answer your initial questions and gather some brief information about you and what you are seeking assistance with.
- Step 2: Meet
In this complimentary introductory meeting, we will discuss your financial situation, goals for retirement, purpose and values, as well as the services that would best help you reach your goals. We will provide a quote for the service that we recommend and answer any questions you may have about our services
- Step 3: Create
If you like what you hear during the introductory meeting, our next step is to create your financial plan—a detailed examination of your overall financial health and the strategies to help you achieve your goals.
- Step 4: Choose
You choose the service that best meets your needs. Depending on the service, we work with you to implement your plan by assisting you with your wealth management, investments and all your major decisions and transitions. Based on your service level, regular follow-up meetings and monthly rebalancing of your investments help keep your plan on track to meet your goals both now and in retirement.