FIRST GREETINGS
It all starts with a warm conversation around a table spruiked with the smell of freshly made coffee. Once the initial banter back and forth, resides, we get down to business of discussing you, your family, and where you’re at.
INITIAL SUGGESTIONS
You probably have a vision of where you want to get to and we’ll have some jargon-free ideas of how you can best get there. We’ll make note of what your goals resemble and ask the right questions to confirm the right path forward. With the green light from you, we then proceed to dive into the detail of our advice.
RECOMMENDATIONS
With a detailed plan down pat, we circle back and show you the path forward, along with the right risk management strategy to support your asset security. It’s a presentation that will ease your mind, because you’ll finally have clarity of your long-term plan for prosperity, all within your own online portal.
MANAGEMENT
We then implement our tactics and keep you informed as we tick each one off. As for the on-going management of your wealth plan, we’re always going to be your care-taker who checks in to celebrate your success with you. But, you can also elevate your access to our on-going guidance with our four levels of service to choose from.
