Step 1: We will first sit down and talk. We'll learn about you—your hopes, your dreams, your desires and your goals.
Step 2: Next, we will discuss some possible events that could disrupt your world or things that might involve financial complications. During this step, we'll ask you to address financial-impact events that might happen in your life. We'll also develop and prioritize your financial goals.
Step 3: Working together, we develop a strategy that can meet your short-term and long-term goals and prepare for impactful events in your life. This includes choosing the right financial products, working with your current tax and legal advisors, and even connecting you to additional professionals you may need, such as attorneys and CPAs.