• Am I okay financially?
• What do I need to do to be ready to retire?
• How do I improve my investment returns?
• Are my assets sufficiently protected?
• What financial risks do I face and how do I address them?
• Am I paying too much in taxes?
• How do I make sure my desired heirs receive what I want them to have?
Step 1 – Initial Phone Consultation
Not all wealth managers are created equally. Let’s take 15 minutes to find out if our expertise is a good fit for your unique situation. We want to make sure we can provide you with the service you need.
Step 2 – Complete our Fact Finder
We need to know all about you to be able to provide value added insight. The information and documents you provide will give us a thorough overview of your financial situation.
Step 3 – First Office/Virtual Meeting
We may need to clarify some of the details you provided us. This is a good opportunity to do so. More importantly, we want to make sure we fully understand your goals and your concerns.
Step 4 – Our Analysis
Here’s where our expertise is put to work. We review and analyze all the details of your financial life to be able to answer your most pressing questions (see the list above for some examples).
Step 5 – Second Office/Virtual Meeting
This is where we prove our worth. We present to you, in a clear and concise manner, our findings and what action you need to take to achieve your life and financial goals.
Step 6 – Q&A/Paperwork
At this point, we should have been able to demonstrate our expertise and ability to help you achieve your goals. If you still have questions, now is the perfect time to ask them. We will gladly answer them. If you’re ready, we will start the paperwork to become a client.