After a short introductory call...
We will work to understand your unique situation
After the call we will want to learn more about you, your current financial holdings and priorities. We'll use a tool called 'The Discovery Interview' to help streamline the collection of high-level data and understand any concerns you may have.
We will have a conversation & uncover opportunities
Once we learn about your unique situation, we'll build your custom Asset-Map and visualize your complete financial picture. Reviewing your Asset-Map together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies needing attention to elevate your financial condition.
Together, we will implement a personalized path
Based on your goals and what the Asset-Map reveals, we can make key decisions together, take action, resolve problems, and ultimately plan a better path for your future. Because we can review your Asset-Map at every interaction, we will be part of the evolution of your financial picture.
At this point, we will determine the most appropriate engagement going forward and determine the level of Planning and Consulting that is appropriate, along with any Investment Management opportunities.
