The Process

 

What to Expect from a Consultation

 

1. Help us understand what you have and gather data
 
2. Set goals and financial priorities
 
3. Let us analyze your financial data and determine which, if any, adjustments need to be made
 
4. We will recommend a plan that is right for you
 
5. Implement your decisions
 
6. Let us monitor changes and progress with regular reviews in the future