We believe that this is both the most important process as we begin to support you, and also is sometimes made way too complex with legacy processes in the industry. With our tools and technology, and of course knowledge, we can outline your desires and make it very clear while we help you become organized. In the past, typically only the wealthy received a detail plan to help get them to retirement or goal based planning. This no longer has to be the option. This industry has really failed so many, and we want to be a part of that change for everyone.
The steps are simple: 1) We get a sense of what you are looking for and if we are the right fit. 2) Obtain all the necessary components of your households discretionary wealth, business interests, real estate, insurance (we do not sell insurance but we can help guide you if needed) 3) We draft an initial plan for discussion. 4) Revise the plan based on feedback. 5) Agree, and then we get to work by putting all your paperwork together.
True heroism is remarkably sober, very undramatic. It is not the urge to surpass all others at whatever cost, but the urge to serve others at whatever cost. - Arthur Ashe
While we will be speaking pretty regularly, the plan will be reviewed in detail annually to ensure it is working. Just because a well laid out plan looks good on paper, it has to be working for you and you have to be satisfied. If you not, then we are not.
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