Process

How Our Partnership Works

  1. Initial Inquiry
    You're here! Take a look around, and then give us a call.
     
  2. Free Get-Acquainted Meeting
    We'll get to know and understand each other.
     
  3. Data Gathering and Initial Prep
     
  4. Interactive Goal Setting
    Let's talk about what you want and see what else we need.
     
  5. Analysis and Plan Formulation
    We create a custom action plan for your unique situation.
     
  6. Presentation of Your Plan
    Ask questions and enjoy the feeling of taking care of those to-dos!
     
  7. Implementation of Your Plan
    Sign paperwork to establish your accounts.
     
  8. Financial Review Checkups
    As needed, we're here for you.
 

What to Bring to Our Get-Acquainted Meeting

  • Thoughts/questions on your situation
  • Completed confidential client questionnaire
  • List of assets
  • List of debts, amounts, and rates
  • Recent brokerage statements
  • Policy statements
  • Retirement account statements
  • Social security statements
  • Pension estimate letter
  • Federal and state tax returns
  • Life and disability insurance policies
  • Long-term insurance policies