Step 1 – Engage
First things first, we need to get to know each other and see if we’re a good fit to work together. We will have an initial meeting to get a good understanding of what/who is important to you, what goals you have in life and explore your current financial standing. We will also use this time for you to learn more about us.
Step 2 – Analyze
I will organize the information I have collected and begin to design a plan, unique to you, that will help you align your resources to your goals. Often times there are many paths to achieving your goals.
Step 3 – Strategize
Together we review your options in order to develop the various strategies that will ultimately become your WealthPLAN. After all, this is about you and your goals. You have to be both comfortable and confident in the strategies that we will implement.
Step 4 – Enjoy
At this point your foundation is built. You have a clear understanding of your goals, what it will take to accomplish them and a personal team that knows who you are, understands your specific situation, will respond quickly to your needs and meet with you regularly to address any changes. You are now prepared to make better decisions and enjoy life!