Broker Check

Our Process


This meeting is as simple as it sounds. We get to know you and you get to
know us, if you decide to move forward, we gather some basic data from you.


The presentation meeting is about digging into your financial life and showing
you what you have done well and areas you can improve on.


We encourage questions! This meeting gives us chance to answer them and make
any corrections to the original financial plan.

Check Up

Regular meetings are vital to the financial planning process. We meet as often as
you want but no less than twice a year.