Our Client Process

How We Work with Our Clients

Our philosophy is simple: provide the best recommendation based on each

individual clients' objectives.  We accomplish this in four ways:

1. Create a Written Financial Plan (Cash, Protection, Intermediate and Long Term Goals)

2. Provide Risk Adjusted Returns that Align with your Risk tolerance and Time to Invest

3. Fair Expenses

4. Great Service

As a new client, we will work through a 3 step consultative process that will help us get

 to know you and your objectives. Here's what you can expect:

1st Meeting:

1.  Get to know you and understand your current situation

2.  Learn what you are looking to accomplish

3.  Determine if our services line up with your needs

2nd Meeting:

1.  Gather information necessary to complete your financial blueprint

2.  Document your monthly cash flow and spending needs

3.  Evaluate your time line and risk tolerance

Important Note:  This is a critical meeting as the information is used to create your financial plan! 

3rd Meeting: 

1.  Review your written financial plan

2.  Present the best recommendation to meet your objectives

3. If you feel the plan meets your needs, then we will implement the plan.