OUR PROCESS

The Client Experience...

What is most important to you? 

  • Introductions
  • Mutual Chemistry
  • How can we help?

 

 

 

we’d like to go over the reasons you contacted us in the first place.

  • Needs & Goals
  • Financial Overviews
  • Tax, Estate, Insurance
    Review
  • and more…

 

 

we will design a plan after understanding your situation.

  • Establish Expectations
  • Risk Management
  • Investment Allocations

 

 

 

Let’s get this plan in motion!

  • Establishment of accounts
  • Implement Recommendations based on Risk & Needs Analysis
  • Coordination with outside Professionals 

 

 

this is a start to a long journey as friends and helping you with everything you may need. 

  • Continuous Meetings/Reviews
  • Monitoring of Assets
  • On-going Review of Goals & Objectives
  • Implementation Changes, as Necessary 

 

 

 

As life changes, new obstacles and opportunities present themselves. We are always here to help and Develop solutions to make life easier for you.

  • Thoughtful Organization
  • “Pillow Time”
  • Sounding board & Counsel for Life’s decisions 
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