Initial Client Interview
Financial Road Map MeetingTM
Explore What is Important About Money to You
Take Action on Your Plan
Begin Implementing Comprehensive Lifetime Written Financial Plan
Initial Progress Update
Follow-up on Actions Taken
90 Day Review
Regular Progress Meetings
The Client we serve best has the following qualities:
YOU ARE A FINANCIAL DELEGATOR: Our community of clients appreciate, and are willing to follow, the advice of an expert.
YOU ARE PASSIONATE ABOUT YOUR GOALS: All of our clients realize that achieving their goals requires both money and planning.
YOU ENJOY SIMPLICITY: Our clients enjoy the simplicity, freedom, and peace of mind that comes from having all of their financial assets under the watchful eye of a single, trusted advisor.
YOU VALUE OUR WORK TOGETHER: Our clients appreciate advice and guidance.
YOU FOCUS ON WHAT’S IMPORTANT: Our community delegates financial matters so they can focus their valuable time and energy on the things in their life that are most important to them.
YOU CAN HANDLE THE TRUTH: Our clients want to hear the truth from us regarding their financial situation…no matter what.