MAXIMIZE YOUR SUCCESS
While you’re working hard to create a great life for yourself and your loved ones, we’re here to ensure your efforts are as intentional and effective as possible. We get to know you, your values, goals, and dreams, so we can help you position your wealth accordingly while protecting your future.
STANDARD ENGAGEMENT
A discussion about your objectives, concerns, and thoughts around your money
A high-level assessment of your financial situation in relation to your goals
Actionable steps to get you started on the right path (e.g., setting up accounts, establishing insurance policies)
A closer look at your values, dreams, and hopes that allows us to take your plan to the next level
FEE-BASED PLANNING
A thorough fact-finding process to clarify your values, goals, and what you want your wealth to accomplish for you
Detailed strategic recommendations to help you maximize opportunities and protect your future (Executive Summary also included)
A bulleted list of our recommendations and suggestions for when they should be completed
Execute your plan with us, with your current team, or however you see fit