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Getting Started

Choosing the right firm to partner with on your financial planning journey is essential.  To ensure our services align with your objectives, we invite you to begin the process with an introductory phone call. During this call we will seek to understand your situation and goals and evaluate if our team is the correct fit to help you in the process. 

If we mutually determine to take the next step, we will end our call by scheduling a Discover Meeting.

Discover Meeting Analysis – To help you on your wealth planning exploration, it is essential that we get to know you and understand your goals.  During this in-person meeting, we will ask important questions about your overall financial resources, your personal values, primary advisors, and goals.  This conversation is vital to establishing and in-depth understanding of your situation – which is why we request you bring several key documents to our meeting:

Proposal Meeting Design – Once we have greater insight into your current  situation and long-term goals, we will meet to go over a unique, custom designed plan for you. Together, we will review this proposal and make adjustments as needed to be sure we have the perfect fit!

Ongoing ImplementationTimely execution of our plan is critical to your long-term success.  Continuous planning sessions, which provide checks and balances for the goals we have set, will enable you to remain focused and on target with your goals and objectives.  Our commitment is to remain flexible in identifying new methods, ideas, and processes for effective investments and business decisions.  We recognize that your investments and business strategies must have the potential to meet the challenges of a different future, realizing that decisions today will affect future generations.