Then let’s begin with a complimentary review to determine what type of value we can provide.
In order to schedule a review, please first fill out a questionnaire so that we can get a better idea of your current situation, financial lifestyle, and goals.
Following completion of the questionnaire, we’ll schedule a 20-minute discovery call to go over potential areas of opportunity and show you how we can help take advantage of them. If it is determined that we can indeed add value, an estimate of services will be provided at this time.
If we feel your plan is already on a clear path to meet your goals and we cannot add anything, then great! Essentially, by filling out a questionnaire and participating in the discovery call, you’re getting a no-obligation look under the hood of your financial plan.
From there, we work with clients to implement a customized investment strategy. The objectives of your personalized strategy will not only seek to maximize efficiency and lower expenses, but will serve as a way to educate you to the reasoning behind the suggested changes and how they can provide you with a plan to reach your goals.