Broker Check

Our Process


COMPLIMENTARY INITIAL CONSULTATION

DATA COLLECTION MEETING
At the first meeting we will collect all the data and discuss your specific goals, timelines, etc. The purpose of the meeting is for us to get all the facts about your financial situation and to get to know enough about you and your preferences, objectives and goals that we can essentially “put ourselves in your shoes”, apply our knowledge and experience and prepare a plan of action.

FOLLOW UP MEETING
We will schedule a meeting to present a plan to you.  We will provide you with Net Worth, Cash Flow and Retirement Projections based upon your current situation and selected hypotheticals. We will also provide you with retirement projections.  These are based on all of our assumptions (including your assets, projected rates of growth, liabilities, living expenses, extraordinary expenses, estimated inflation and life expectancy). The most important thing we provide you – in our opinion – is the agenda, which is our attempt to go over everything we discuss and recommend in simple “English” - our objective being that you will be able to review the agenda after the meeting is over and remember what we talked about.

GOING FORWARD – ANNUAL REVIEW
As we implement your plan we will continue to prepare an agenda for each meeting so that we work collaboratively and monitor your progress. Once your plan is in place, we will meet on a regular basis depending upon your situation that may be annually or more frequently if needed.  We work like a team with our clients.

ON GOING SERVICE AS NEEDED
We are committed to supporting you at any juncture along the way; call or email us with any questions or concerns you may have when your life circumstances change. We are here to help.