Over the course of 3 complementary meetings, we investigate and implement your customized plan. The plan includes portfolio management and insurance products based on your risk tolerance.
Meeting # 1
The first meeting is conversational in nature. Through a Q & A process, we unearth your financial experience, discuss your current situation, and discover your future roadmap. Transparency is crucial to identify any short-comings and for offering you sound strategies to fill any gaps.
Meeting #2
A computerized, customized financial analysis is presented to you to be reviewed together. Here, we suggest strategies to address the findings.
Meeting #3
We meet to finalize the financial strategy, discuss next steps, and set the expectations going forward.
