An opportunity for us to learn about each other and see if we may be a good potential fit for working together.

Layout the roadmap for the planning process. Set clear expectations. Get acquainted with technology and client portal.

Uncover your top values, clarify your vision, and prioritize your goals.

Gain education on important and relevant financial planning concepts. Benchmark your current situation with your goals. Evaluate your options and review recommendations.

An educational meeting to learn key principles about building and managing a successful investment portfolio.

Review your risk management program to ensure your most valuable assets are adequately protected.

Review your progress towards your goals.

Reflect on your journey and revisit your values.

Provide updates on life changes, goals, and financial picture.

An in-depth review of your current investment portfolio.