This is a no charge, no obligation get-to-know-you session. We discuss who we are and answer any questions. We'll talk about your goals and how our services might benefit you.
Data Gathering & Goal Setting
We will ask you to gather information about your finances. We'll research issues you raised in the initial meeting. And we will make sure we understand your concerns and objectives.
Analyze & Strategize
We analyze your situation from both a quantitative and qualitative perspective. What does the data say and how does it correspond with our earlier discussions?
We'll sit down as a group and review scenarios. We make sure our recommendations are informed by a variety of perspectives.
We’ll review our findings, make sure we answer any questions, gauge your comfort level, and detail how to act . We’ll give you a complete written understanding of our plan, process, and policies.
Monitor & Make Adjustments
We will be in contact to review strategy and discuss any questions you have. When the situation dictates, we will make adjustments and make sure you understand why.