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01. Making a Connection

The initial step in the process requires a connection, so contact us. Having made the connection between goals and services offered, we can move to a more thorough discovery process.

 

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02. Discovery

This step allows a determination of your wants, needs, goals, etc. During this step we’ll provide insights regarding compensation and the desired length of our relationship.

 

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03. Financial Disclosures

This step is all about gathering information, financials and getting a picture of where you currently stand. We can now begin to refine your goals, set time frames for them and explore solutions.

 

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04. Top Level Plan

Here we showcase the roadmap to pursue your goals. Summarizing your current financial situation and your desired destination, we coordinate the steps to address your goals, including desired rates of return and annual or monthly funding requirements.

 

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05. The Solutions

This step introduces the vehicles needed to reach your target destination. We’ll explain the fit of the vehicles in terms of your timeframe, risk tolerance, and target return.

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06. Implementing The Plan

This step will show how your plans will be put into action through a simple task list.

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07. Monitoring & Updating

Your plans once implemented are monitored; monthly, quarterly, semi-annually, and/or annually to highlight progress towards your goals and objectives. This step is where we modify your plans to keep up with life, changing needs, current markets and economic shifts.

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Still looking for more info? Contact us to start your needs assessment today.