What to Expect

Whether you’ve met with financial advisors before, or this is your first time, here’s a look at our process. Through it all, we commit that we will always act in your best interest.

1) DISCOVERY:

• Goals and concerns.

• Prior experience working with advisors.

• Family and hobbies.

• Business and finances.

• Retirement goals.

2) PROGNOSIS:

• Wholistic view of your information.

• Establish your risk tolerance.

• Evaluate your existing investments.

• Review your insurance policies.

• Look at the timeline for your goals.

3) RECOMMENDATION:

• We will prepare specific, targeted recommendations designed for your unique financial goals.

• Those recommendations will target your needs and wants in retirement.

• We will address and recognize your long-term family goals.

4) IMPLEMENTATION:

• Implement: Once we are agreed upon the strategies for your situation, we will put them to work. We will set expectations and clarify the steps to put your plan in place.

• Monitor: We will meet regularly to monitor the plan as we go through your life stages.

• Manage: We will adjust as your life and goals may change along the way

Have More Questions?

Check out this article, “Your First Meeting with a Financial Professional.”