Step 1 – We will send you our Introduction Kit that will provide you with important information about who we are and how you might benefit from what we do. After you’ve received the Introduction Kit and had an opportunity to review it, we will schedule your first appointment.
The first appointment will be approximately 45 minutes long. The main objective will be to determine if we are a FIT for each other, if we feel comfortable working with each other. No investment decisions will be made at this first meeting; we believe the best investment decisions are made in an unhurried manner.
Step 3 – At our third meeting, we will spend time carefully reviewing your financial plan. Our findings and financial reports establish a long-term plan, which will guide your financial decisions throughout retirement. This plan helps to balance your goals and objectives with other essentials. It addresses concerns such as: Social Security maximization, risk analysis, debt management, tax planning, educational planning, retirement planning, estate planning, legacy planning, and investment strategy. We design your plan specifically to encompass every aspect of the personal financial planning process, attending to your short-term needs without losing sight of your long-term goals.