Learn your unique story through a rich and enjoyable conversation
SECOND OPINION MEETING
Complimentary second opinion on your situation
MUTUAL COMMITMENT MEETING
Confirmation of our commitment to work together
Organization of paperwork and personal financial website
REGULAR PROGRESS MEETINGS
Review of progress and continued implementation of your planning strategies
SCENARIO PLANNING & ANALYSIS
During your discovery & second opinion meetings, you will be given an introduction to our planning philosophies, a diagnostic of your current situation, and potential strategies for your investments.
During your mutual commitment, organization, and regular progress meetings you will be given a comprehensive evaluation of the entire range of your financial needs with our recommendations for moving forward.
OUR PROFESSIONAL NETWORK
Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas
PROFESSIONAL NETWORK MEETINGS
Our team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions