Steps to Get Started
1) APPROACH TALK
Schedule an introductory call to discuss and explore your specific financial needs.
2) MEET TO IDENTIFY GOALS
Together, we'll determine your goals, values, dreams and any special challenges.
3) GATHER INFORMATION
We'll gather info using a variety of tech tools that are used to create a plan unique to you.
4) DEVELOP YOUR PLAN
Applying our 3P Approach©, we'll create a custom financial plan based upon your needs.
5) PRESENT THE PLAN
Present the recommended strategies and run through different scenarios.
6) EXECUTE YOUR PLAN
Your unique plan is executed to help you achieve your lifetime goals and dreams.