Client Enlightenment / Vision Meeting

Step 1

At our initial meeting we will discuss your goals and objectives, and our approach to planning. The complimentary initial consultation provides an overview of financial planning concepts.​

Understand The Goals

Step 2

Your consultant will complete a comprehensive and confidential profile. We use this to create a detailed picture of your current personal and financial situation, as well as your plans for your financial future.

Gather The Data

Step 3

At this meeting you will be introduced to the lead Financial Advisor on your team. You will need to bring your investment and insurance records to help with the planning process. Your consultant will research the options and solutions available and present them to you in a clear, comprehensive format at the following meeting.

Analyze Data & Develop Your Personal Plan

Step 4

Our team will use the information you have provided to create your personal financial plan based on your needs and careful analysis. This is a comprehensive process that requires time for analysis, research and preparation. 

Presentation of Your Financial Plan

Step 5

Your lead Financial Advisor will present and review your personal plan. We will discuss all reports and will provide you with a written summary of our observations and specific recommendations.

Implement The Strategy

Step 6

Once we have established a sound financial strategy and you are comfortable with our recommendations, we can begin to put specific solutions in place to meet your needs.

Review Your Progress

Step 7

Perhaps the most important part of the process is the continuous monitoring of your plan. We meet periodically to review progress, revisit your goals and make adjustments as necessary.