Our process involves diving into your life dreams and goals so we can craft a financial roadmap that's uniquely yours. It's not about fitting into a mold; it's about tailoring our services to suit your individual path. Let's embark on this journey together, where your financial well-being is not just a destination but a fulfilling experience.
Our process involves diving into your life dreams and goals so we can craft a financial roadmap that's uniquely yours.
The Financial Planning process starts with an Engagement Meeting. During the engagement meeting, the advisor will gather information regarding the client’s wants, needs and goals as well as establish the type of relationship they will foster with the client.
During the Data Gathering Meeting, the advisor will have a deeper conversation to gain a full understanding of the client’s financial situation and goals are developed and reinforced. The advisor then analyzes the data and develops recommendations.
During the Plan Presentation step, the advisor reviews the plan and provides initial written recommendations, followed by the execution of agreed upon strategies and product implementation*.
