path through partnership
We value our clients above all else and have developed a unique process
to ensure a positive experience with our firm.
Answering “How Much is Enough?”
Truly effective wealth planning involves knowing exactly how much money is enough to create and sustain your desired lifestyle.
This is why our approach to wealth planning seeks to answer this important question as we begin to define living in financial independence. You have worked your life to become successful, now it is time to become completely satisfied with your life.
Stepping Into the Process
All clients know exactly what we will do for them before we get started, because we implement our 3-Meeting Process at the beginning of our relationship. This allows every prospect to test-drive our firm and begin the wealth planning process with a thorough review of our service offerings and a clear picture of your financial life in its entirety.
Meeting No. 1: Explore
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Learn about your past experiences and your future goals
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Learn about you and your priorities, and your finances
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Explain our philosophy, cost structure and service
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Introduce team members
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Ask us questions
Meeting No. 2: Evaluate
Gather all information and build out your customized financial plan
List all goals for your current situation and future needs
Discuss your individual risk tolerance and how that weigh in to your financial plan
Discuss future concerns around future health and wellness
A lot of research is done after this meeting to develop the best plan for your unique situation
Meeting No. 3: Recommendations
You will receive your customized financial plan
We will explain the confidence zone
We will discuss how to implement a successful financial plan
Answer any lingering questions that have not been answered to this point
Get excited for the beginning of a 30+ year relationship to help get you to your goals