Our first priority is always to get to know you and understand your current financial picture, and your goals for the future.
A first meeting with a financial advisor can be intimidating - do you really want to open your entire financial life to someone? Will you be judged for how much or little you've saved, or how much debt you have?
Our goal is to make this as painless as possible - and there won't be any judgement on our end. We're here to help you achieve your financial dreams, no matter what your situation is today.
With the following information we can put together a personalized plan for you to be able to achieve stress free financial security.
Here's what we'll need to know to get a better picture of your life:
Meet in person or virtually to get to know each other. Share information needed to create your personalized financial plan.
Once your personalized financial plan has been created, you will meet again to discuss the options.
When you are comfortable proceeding with your plan, then paperwork or e-documents are created by our team for you to complete.
At least annually, you will connect with your advisor and share updates. This leads to a repeat of the process as necessary for any updates or changes to your plan.