A quick look at the 'getting started' process of financial planning
Worry-free Intro Meeting
This call is imperative for me to understand YOU and if we are a good fit. You will have a great understanding of what I do and how I can achieve your goals.
After deciding to move forward, we will have a 60-90 minute phone call diving deeper, accumulating documents, and filling in your plan’s custom information.
In this meeting, I will deliver your custom plan and all recommendations that will most likely achieve your goals and your vision.
We will start to implement all recommendations and organize your financial life according to your plan (ongoing support included in service)
Rinse & Repeat
Once implementation is complete, we begin our annual service & progress updates