Before our discovery meeting, you’ll receive a checklist of important items to bring so we can learn more about your financial situation.
In this meeting we review current statements and future goals. We want to leave this phase with a clear picture of what is important to you, your family and your finances.
During this phase we review statements and view where you are in relation to your goals.
During this phase we will create and leave you with a strategy to either get you on track or keep you on a track to reach your goals.
Throughout this process you can expect us to cover all aspects of a holistic financial plan which includes: