Our Planning Journey
This is step one, and we love step one because we have the opportunity to learn all about you! We want to gain an intimate understanding of your current situation, your hopes, concerns and challenges, and your financial goals.
After we have had time to review, digest and process everything we covered in the discovery meeting, we will gather again to confirm our findings and discuss them within the context of investment and planning. We will also address any concerns and outline a roadmap to successfully attain your goals.
Once we have reached the engagement stage of the process, you will have had time to carefully consider our proposals and everything we have discussed. If there is a fit, and we see a mutual benefit, we establish a partnership, sign documents, transfer assets and get to work!
We’re here when you need us. To make sure we are both on track, we meet regularly to assess our progress and discuss any adjustments. Any well-executed plan should follow a path. Through regularly scheduled meetings, we address any changes and adjust course as necessary.