The Planning Process
Step 1: The Initial Engagement
Building out your financial plan
As your financial guide, we need to have a clear understanding of your financial life. Understanding your experience with money management will be important before we can make sound recommendations in your financial planning.
We gain this understanding through the process of creating your financial plan in tune with your unique circumstances, goals, values, risk tolerance and time frame. The financial plan we create with you guides everything we do for every stage of your life.
Step 2: Selecting An Ongoing
Engagement Service Package
Since we now have a clear understanding of your financial situation and goals, we will select which one of our Ongoing Engagement Service packages will work best:
Quick Start Wealth Management or Comprehensive Wealth Management.
Investment management is included in both of our ongoing package plans. Below is an outline of what is included with each service package.