Our Process
Initial Consultation
We begin with a one-on-one conversation to understand who you are, what you want to accomplish, and what qualities you are seeking in an advisor. During this consultation we will determine if we are a good fit and we want to take the step forward in working together.
Financial Conversation Deep Dive
During this session, we will dig deep to understand where you are in your financial journey. We will explore your financial history, money psychology, money truths and begin to develop your Personal Financial Strategy.
Taking Action
After we have a clear understanding of the big picture, we will implement your customized Financial Strategy and start moving in the direction of your established targets.
Regular Reviews
This is where the commitment begins. We will meet on a regularly-scheduled basis to examine where you have been, how we are progressing, and identify any new opportunities or life changes that need to be factored into our targets. During these regularly-scheduled review sessions we will assess and adjust as needed.
Additional Benefits
Always Available Resource
Life doesn’t wait for regularly-scheduled appointments. As a result, we are always available as a resource to discuss any major life events, serve as a sounding board for key money decisions, and answer any of your financial questions. We recognize the importance of being accessible to serve as life requires.
Access to eMoney
You will receive secure access to eMoney which stores your Personal Financial Strategy and serves as an online secure vault with unlimited storage, an aggregation of all of your accounts, and financial calculators.
Events
You will also have access to webinars, seminars and other events hosted to help you increase your financial literacy and learn of new tools and trends.
Additional Benefits
Always Available Resource
Life doesn’t wait for regularly-scheduled appointments. As a result, we are always available as a resource to discuss any major life events, serve as a sounding board for key money decisions, and answer any of your financial questions. We recognize the importance of being accessible to serve as life requires.
Access to eMoney
You will receive secure access to eMoney which stores your Personal Financial Strategy and serves as an online secure vault with unlimited storage, an aggregation of all of your accounts, and financial calculators.
Exclusive Events
You will also have access to webinars, seminars and other events hosted to help you increase your financial literacy and learn of new tools and trends.