Consultative Wealth Management Process
We will LISTEN to you. We need to learn where you are, where you want to go, and how we can maximize the possibility of getting you there with the smoothest possible ride.
Investment Plan Meeting
We will present your personalized investment plan and share our best insights to accomplish your needs with our recommendations.
Mutual Commitment Meeting
We mutually commit to work together towards accomplishing your most important life goals.
We have a process check on the status and implementation of your investment plan.
Regular Progress Meetings
At a schedule and pace customized to you, we will remain available to meet with you to review your plan’s progress, answer your questions, and make adjustments when your circumstances change.