OUR PROCESS

Free Initial Consultation

The purpose of this free 30- 45 minute initial consultation is to learn your personal goals, concerns, and objectives, then determine whether we can help you achieve them. In addition to reviewing with you our planning and investment advisory process and fee structure, we will answer any questions you may have. At the conclusion of this meeting, if we agree there is a mutual fit, we will arrange your first planning conference where we will develop a keen understanding of your specific concerns and goals.

First Planning Conference

During this 90 minute planning conference, we will specifically review your stated financial concerns, determine with you a specific course and duration of actions required to address these concerns, and provide a written planning agreement and fee that is specifically designed for your given situation. The billing and payment of your advisory fee will be based upon the scope and type of advisory services you need.

Successive Client Conferences

Depending upon the depth and score of your defined concerns as stated in your planning agreement, we will schedule additional planning conferences as needed to ensure that we have addressed fully, the entirety of your concerns. Where appropriate, you will be provided with specific courses of action required to address and/ or resolve your stated concerns.

Implementation

Depending upon the financial services you require, we will assist and guide you through this implementation process to ensure that the recommended solutions are in place. Throughout the planning process, your money remains under your complete control at all times.

Account Monitoring

To ensure that you progress successfully towards achievement of your financial goals and the life that you desire, you may retain our advisory services on an ongoing basis. We would generally meet with you as needed or every 3 to 4 months to address the various changes that occur in one’s life and which could impact your overall financial well being.