Introductory Call
- Discuss high level aspects of why you are reaching out and what you are looking for
- Answer initial questions you may have
- Determine best next steps
Discovery Conversation
- Discuss your goals, values, and priorities
- Review important financial aspects of your life
- Decide whether or not to move forward with the relationship
CONCERNED2CONFIDENT Planning Conversation
- Discuss an easy-to-follow map that will guide you towards your financial goals
- Develop a gameplan for implementing the findings most important to you
Ongoing Support & Guidance
- Life is constantly changing so we continue to adjust the map necessary to keep you progressing towards your goals and priorities
Our goal for each and every conversation with you is to:
Offer Valuable Guidance
Whether you decide to work together or not, we are committed to provide insights and education for you on your financial situation
Prioritize Your Interests
Purely motivated by your own success, our recommendations are solely based on your unique needs and goals
Offer a Second Opinion
Even if you have a trusted relationship with a financial advisor currently, we aim to provide guidance that allows you to see your situation from a different perspective. Another opinion can show you whether or not you are receiving maximum value
