What You Can Expect
What You Can Expect
Here's what you can expect when you work with us:
Step 1
Initial Meeting
To start, we will have a discovery meeting - either in person or on the phone - to help us analyze your current financial situation.
Step 2
Meet Your Team
Second, you will meeting your new team and their role in developing your financial plan.
Step 3
Develop a plan
From here, we'll present our recommendations and implement our services.
Step 4
Monitor & Adjust
Next, we will monitor your plan on an on-going basis, and make adjustments when needed.