1. Introduction
We will get to know each other and discuss your concerns, needs and goals. I’ll explain more about what I do, why I do it and how I can benefit your life.
2. Discovery
Gather important information to get a detailed picture of your current financial health. This will give me the information needed to make recommendations that are tailored for your needs and goals.
3. Recommendations
Provide a financial plan with reasoning for changes that can help you fulfill your needs and attain your goals.
4. Action
Implement plan, on-going monitoring of plan, periodic meetings to discuss next steps.
