We believe success starts with a plan. That is why we have developed and refined our planning process that allows you to Know What Is Possible. We call this six-step process Strategic Pathways.
As the client’s independent financial quarterback, we understand the importance of having a trusted advisor to assist them with the implementation of their plan. Working with our client’s existing advisors and helping to employ various financial strategies; we will be a catalyst to get things done.
What To Expect
The Introductory Meeting is a complimentary meeting that allows the client to address their planning concerns and questions, while at the same time gaining an understanding of how we can be a resource for their family. After the meeting, the client is sent an engagement letter laying out the foundation of our relationship and advised of our financial planning fee and is free to accept, reject, or reconsider the services.
Once a Client accepts the proposed engagement, we will begin work on their plan that encompasses all aspects of their financial life. For the first four to six months, we will analyze their current financial position and make recommendations to put their plan in action. The remainder of the year we will meet regularly to check progress and assist with implementing recommendations.