Meeting #1 (initial consultation 30 mins-60 mins)
This is simply a "Getting to Know You" meeting. We take this time to understand your goals, objectives, and expectations to determine if we are a good fit for each other. We establish your priorities and set the next meeting.
Meeting #2 (60 mins-120 mins)
We have an in-depth conversation about your current financial situation and options for reaching your goals. Both qualitative and quantitative information is reviewed to determine the appropriate next steps.
This is where we begin putting the pieces together through the utilization of our tools to develop a solution that can be implemented and tracked through regularly scheduled meetings.
Meeting #3 (Presentation)
We present and provide a written plan with recommendations to reach your goals. We identify how the solution is affected by the various moving parts of your plan.
Once a mutual course of action has been established, we put our plan into action. This is where the rubber meets the road.
Monitoring and adjusting
This is where revisit your plan, its progress, and trajectory to make sure that we are still on the same page and achieving our objectives. This is also the step where new qualitative and quantitative information is brought in.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.