Discovery Meeting
- Identify and review your goals (who and what is important to you)
- Review your current financial situation
- Discuss our planning philosophy
Personalized Plan Presentation
- Compare where you are with where you want to be
- Review the audit of your investment portfolio and insurance programs
- Discuss recommendations that can help you and your family achieve your financial security goals
- Co-create and implement the recommendations that will work best for your lifestyle
Results Management Review
- Meet regularly to review your plan progress and help you adjust as needed to stay on track
- Identify remaining gaps or inefficiencies within your plan and collaborate with other professionals as appropriate