• Discuss personal and financial goals
  • What are your concerns?
  •  What are your dreams?
• Review current financial picture
• Provide an overview of opportunities and how we can help you
• Outline next steps

Phase2– Create Your Financial Plan
Approximately 2-4 weeks are needed for data research, organization and input of financial information for your custom plan. 

• Discuss preliminary findings and crystallize short, medium and long-range goals and objectives
• Determine your risk tolerance
• Finalize goals and projections to create an accurate path to reach your goals

Phase3– Put Your Plan Into Action

• Deliver and explain financial analysis and plan
• Review implementation needed to achieve your goals
• Allocate resources toward specific goals and complete paperwork

Phase4– On-Going Review & Management

• Develop long-term business relationship
• Meet at least once a year for an overall review of your complete financial picture
• Review action list and financial plan to ensure we are on track