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Review Insurance Options
We will review your top options, share valuable insights, and answer any questions you have.
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Brief Catch-up Call
15 Minute Catch-up Call.
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Media
For media and press interviews.
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Introductory Meeting with Henry Hoang
An opportunity for us to learn about each other and see if we may be a good potential fit for working together.
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Strategy Call
Layout the roadmap for the planning process. Set clear expectations. Get acquainted with technology and client portal.
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Vision & Goals Discussion
Uncover your top values, clarify your vision, and prioritize your goals.
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Planning Analysis
Gain education on important and relevant financial planning concepts. Benchmark your current situation with your goals. Evaluate your options and review recommendations.
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Investment Meeting
An educational meeting to learn key principles about building and managing a successful investment portfolio.
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Insurance Meeting
Review your risk management program to ensure your most valuable assets are adequately protected.
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Financial Planning Progress Update
Review your progress towards your goals.
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Reflection Meeting
Reflect on your journey and revisit your values.
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Review Meeting with Henry Hoang, CFP
Provide updates on life changes, goals, and financial picture.
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Portfolio Review
An in-depth review of your current investment portfolio.
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APP Finance: Intro Meeting
Gain helpful insights around protecting your income with life and disability insurance planning. Receive objective advice and answers to your pressing questions.
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APP Finance: Review Options
We will compare and discuss your custom insurance options in detail.
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