3 Meeting Process


3-Step Process

Data collection meeting
The first meeting can be virtual or in person.  In this meeting, we discuss your goals, your time horizon, your plans, your risk tolerance, and your current financial situation. Much like a doctor conducts a physical, we conduct an in-depth data collection to evaluate your current portfolio and current situation. 

Planning meeting
After the data collection meeting, we do a comprehensive analysis of your financial situation. We complete a financial plan that includes retirement planning, estate planning, portfolio analysis, tax analysis, and so forth. Then, we give you recommendations for your specific situation.

We take the time to educate our clients. Therefore, your recommendations are not just presented; they are explained in detail. You should not make any decisions in this meeting. You will be given all of your recommendations and your financial plan to take home and review.

Implementation meeting
This meeting involves reviewing your financial plan, answering questions, and completing the paperwork to implement your plan.

Review meetings

After becoming our client, we meet regularly to monitor your situation and your portfolio.  Additionally, we are available to coordinate your plan with your estate planning attorney and your accountant.

Our clients receive a quarterly newsletter and monthly market updates.  We are always available to answer questions.