Navigating the Planning Process

Intro - This introductory step is vital and consists of a 45 minute "meet & greet" style meeting.

2nd Scheduled Meeting - 2hr meeting where we'll detail the differences, if any (and yes we'll tell you if you're already in good financial shape), that can be made to your situation. For the areas of your financial situation where we suggest improvements; you can begin implementation at this meeting by signing an advisory agreement and we'll do a policy statement which outlines your goals and what you're trying to accomplish through our relationship.

Review Financial Plan Meeting - Here we'll reveiw with you the plan that we've developed based on the goals you told us that you were trying to accomplish by hiring our firm. 

6 Month Review - We'll meet again to discuss any changes in your life and answer any questions you may have for us.

Annual Review - At this meeting we'll review your 12-month progress and discuss any changes in your life since our last meeting.

Each month you'll recieve our exclusive client only newsletter which will keep you updated on changes that could impact your financial plan.