Step 1: Initial Meeting
We'll schedule an informal meeting either via video conference, in-person or by phone to learn more about you, your background and your needs. During this meeting we'll provide you with our services and philosophy. This is a great opportunity for us to get to know one another and decide whether or not we'd be a good fit.
Step 2: Make a Plan
We'll collect any financial information you have, as well discuss your short-term and long-term goals. We'll provide you with solutions and recommendations based upon what suits your needs. Then we'll develop a game plan for our relationship moving forward.
Step 3: Execute, Monitor & Adjust
Once we agree on the necessary next steps, we'll implement strategies tailored to your specific financial needs and meet at least once a year to review your progress and make adjustments as needed.