Helping you become future ready.
1. Discovery Meeting - At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.
4. 45 Day Follow-up Meeting - When you have multiple investment accounts, it’s easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we help you organize all of that paperwork. We also answer any questions you may have so that you understand exactly what is happening with your money.
5. Regular Progress Meetings - These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. We also review your overall progress toward your long-term financial goals. This meeting is also our opportunity to implement wealth management solutions that may be appropriate for your situation. We will present to you our wealth management plan at our first Regular Progress meeting so that we can prioritize those areas of greatest importance to you and then begin to address them systematically.