New Client Process

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STEP 1: IS IT A FIT?

  • What I believe differentiates me from others in the industry
  • My Process

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STEP 2: INFORMATION GATHERING MEETING

  • Financial Planning Process and Goals
  • Gather all documents and statements for proposal

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STEP 3: PRESENTATION MEETING

  • Present initial planning findings
  • Present investment proposal
  • Discuss costs
  • Design service schedule with you
  • Sign account paperwork

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STEP 4: ONGOING REVIEW MEETINGS

  • Performance and investment review
  • Ongoing financial education topics
  • Ongoing financial plan review