First we get to know you. We want to hear about your goals and “Life Philosophy”. We want to help you identify your “why”.
We will help you assemble the important data: income, expenses, assets, beneficiaries, existing insurance, will/trust, etc.
We will Analyze and organize the information we have gathered together.
We'll then be able to present our findings to you based on our work.
Then it's time to develop a plan. Select suitable investments and strategies. Identify risks and take action to mitigate them.
We want to make sure you understand and agree with our plan for you. After all, it is YOUR Plan.
We will take everything we have learned about you and put your plan into action.
We will work hard to stay in routine contact with you, monitor the results, review with you your life events and adjust the plan accordingly.