Financial strategies do not have to be overwhelming, or restrictive. In fact it should be exciting because its purpose is to bring your dreams and goals to life.
With that in mind, we keep our process simple.
Step 1: Schedule a 10 minute "speed date." We know you're busy so we'll keep this part short and sweet. Our 10 minute "speed date" is designed to help us get to know each other. We want to know what your dreams are as well as what keeps you up at night. And we're sure you'll have some questions for us. If you determine our expereince and style are right for you we'll move onto the next step.
Step 2: Here's where we roll up our sleeves and get to work. We'll want to understand your current financial picture. What resources and assets do you have in place and how do you envision them changing? The more we know about you the more helpful and accurate our recommendations will be.
Step 3: We'll prioritize your goals and break them down into specific, measurable objectives so you have a clear path to accomplishing them. All the preperations in the world aren't helpful unless you put your strategy in place! We'll identify solutions to help meet your specific objectives. If you like, we'll even consult with your tax, and legal advisors to make sure all our efforts are coordinated.
Most importantly, we keep the communciation flowing. Life doesn't stand still and neither should your finanical strategy. We'll contine to work closely with you to help keep you on track.
We do not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
