Our Planning Process
Wealth Management
Discovery Meeting
Our initial meeting is designed as a discovery oriented conversation to determine if we may be a good fit to work together. We do this by asking you meaningful questions to help families and individuals gain clarity around where they are currently and identify where they want to be.
Analysis Meeting
Using all of the information gathered from our discovery meeting, we create an in-depth analysis to put some math behind the emotion. During this meeting we talk through any gaps that exist in the current plan and go over recommendations to help clients reach their specific goals in the most efficient way possible.
Implementation & Accountability
Once we fine tune the gameplan, we help clients implement their initial plan and more importantly, continue to work together to make sure clients stay on track to accomplish their most important and meaningful goals.