STEP 1: IS IT A FIT?
- What I believe differentiates me from others in the industry
- My Process
STEP 2: INFORMATION GATHERING MEETING
- Financial Planning Process and Goals
- Gather all documents and statements for proposal
STEP 3: PRESENTATION MEETING
- Present initial planning findings
- Present investment proposal
- Discuss costs
- Design service schedule with you
- Sign account paperwork
STEP 4: ONGOING REVIEW MEETINGS
- Performance and investment review
- Ongoing financial education topics
- Ongoing financial plan review