Getting Started
Many people may have a financial advisor or planner but are they really doing financial planning?
It comes down to results! It’s like working with a personal trainer.
Here is what you can expect…
1. Free Consultation
In the initial meeting we want to find out who you are and understand how we can help. We explain our services and we make sure that we are a good fit for each other.
2. Financial Health Check
We do a complete 360 check up on your financial world. This establishes a baseline to make sure that you have the right things in place. Areas like:
– Legal docs such as wills and POAs
– Cash flow and budgets
– Insurance (Life, Disability, Health & Dental)
– Wealth Accumulation
– Tax Planning
3. Custom Financial Plan
We create a custom financial plan for you and your family in our state of the art software. Our most popular part of the plan is looking at retirement. Everyone retires and you only do it once, so we want to make sure that you are on the right track!
4. Progress Meetings
With regular scheduled meetings we ensure that your plans stay on track. Your financial plan is a living document that we need to keep updated as life happens!
5. Road To Success
Financial success and well-being has a big effect on all aspects of life. Our goal is to make sure that you are taken care of through all phases of life.