Step One: Introductory Meeting
We want to get to know you while you get to know us! This meeting is designed to help you explain your financial goals and concerns and to show us where you are in the process. You will be given an intake form that will provide us with a basic understanding of your financial status. Details of income sources, savings, insurance, and financial gaps will help us develop a personalized plan for you.
Step 2: Data Review
After assessing the information given to us from your intake form, we will be able to build a basic outline for your financial plan in our wealth portal that will take into account your long term goals. We will also discuss the next steps in executing your plan.
Step 3: Presenting Your Personal Financial Plan.
This meeting will give you the whole picture of your financial plan in motion. We will also use this time to answer any questions you have about navigating your portal.
We will introduce you to our website, which offers various tools to have a one stop hub for all of your financial questions and educate yourself further on your financial journey.