- Discuss the high-level aspects of your financial situation.- Review important financial documents.- Create objectives based on your needs and goals.
- Review our initial financial plan and recommendations,- Discuss the timeline and necessary resources to achieve your goals.- Decide whether or not to move forward with the relationship.
Whether you decide to retain us or not, we’re committed financial professionals passionate about educating you on your financial situation.
Purely motivated by your own success, our recommendations are solely based on your unique needs and goals.
Even if you have a trusted relationship currently, going through our holistic process allows you to see your situation from a different perspective. Another opinion can show you whether or not you are receiving maximum value.
Our helpful team is ready to answer your questions and provide the guidance you need for today and tomorrow. Contact our office today to set up an appointment with our experienced professionals. Costs can range from: $0-$500, $1.25 to $1.5, $550-$1m, $1-$1.25, $1m+