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Our Process

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