My Process 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. ActionImplement plan, on-going monitoring of plan, periodic meetings to discuss next steps. Have a Question Name Email Address Phone Question Thank you! Oops!