Start Planning Now
WE OFFER AN EASY PROCESS TO GET YOU STARTED
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WE OFFER AN EASY PROCESS TO GET YOU STARTED
STEP 1: SCHEDULE A PHONE CALL
This is a no pressure opportunity for you to describe why you're looking to work with an advisor (or change advisors). We can describe how our solutions might benefit you based on your needs and together we can decide if we're a good fit. If we are, we can schedule time for a more in-depth discussion on how we can help you plan. If not, we'll try to help you find the advice you're looking for.
STEP 2: SCHEDULE AN IN-DEPTH DISCUSSION
This is where we dive a little deeper. We ask you exploratory questions to get a clearer picture of your concerns and the future vision of your life. We describe our process in greater detail and identify opportunities to help you achieve the outcome you're looking for.
STEP 3: WE SEND YOU A PROPOSAL
Once we have identified your concerns and the areas where we can help, we send you a proposal that outlines our strategy to help you alleviate those stress points in your life. Essentially, these are the steps we'll take to get you from where you are now to where you want to be. At this point you should feel confident that we have your best interests in mind and that we've outlined a clear path forward to meeting your goals.
STEP 4: WE FORM A LONG-TERM RELATIONSHIP
At this stage we discuss the next steps of the planning process, further develop your financial plan, and ultimately put the plan into motion. Once implemented, we track progress and make adjustments as time passes and your circumstances change. All the while making sure you take advantage of opportunities to maximize wealth, minimize taxes, and get closer to your goal of a comfortable, worry-free retirement.