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Discovery Meeting

Our complete discover approach. This is where we really get to know you better; your values, goals, relationships, assets and interests. 

Investment Plan Meeting

Presentation of the investment plan. Where you are today, where you would like to be, and how we are going to get you there.

Mutual Commitment Meeting

Confirmation of the commitment to work together. 

Investment Plan and IPS

Diagnostic of current situation, our recommendations for moving forward and details on our investment approach.

45-Day Follow Up Meeting

Organization of account paperwork. 

Regular Progress Meetings

On going meetings that always include new discovery meeting topics, investments, and overall financial planning. Review and implementation of the advanced planning agenda. This is, at minimum, a yearly meeting and the core of the financial planning relationship.

The Professional Network

Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas. This includes the fields of tax planning, estate planning, insurance planning, and asset protection. This is in addition to collaborating with some of your existing professionals. 

The Advanced Plan

Comprehensive evaluation of the entire range of financial  needs with our recommendations for moving forward. We will bring in specialists for joint meetings to address key financial areas of life. Based on where you are in life, certain areas may require more immediate attention. This is addressed in the regular progress meetings.

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