What to Expect in Your First Six Months
We Listen to You
Learning about your vision for today and the future.
Meetings that emphasize addressing a single topic that is a priority for you.
Documenting your current accounts, insurances, and estate plan.
Asset Allocation Implementation
Aligining your assets with your life design.
Financial Status Evaluation
Determining where you are today and designing your future.
Discussing each element of your statement and answering any questions you have.