Our clients enjoy our easy-to-follow advice and proactive communication. We guide you every step of the way so that you don't have to worry about what is next. Below is a high-level outline of how to become a client:
The first step in our process is an Initial Consultation. During this meeting, we sit down together to understand your current finances and and your financial goals. We also discuss our firm, our commitment to our clients, and how or services can best meet your needs.
Next, we work together to develop a financial plan that is tailored to you and your family. We help you to prioritize and implement the necessary steps to move you towards your financial goals. In addition, we provide you with a Financial Organizer that complies all of your important files and information.
On-going Monitoring & Support
Once your financial plan is underway, we will continue to monitor and review, keeping you updated on any recommendations or additions. We will also regularly reach out to set-up review meetings and frequently send you proactive communications. We are always available for any questions or concerns.