Process

• 1. Initial Consult
  Our first appointment will give us a chance to discuss the details of your current plan, review mutual expectations and next steps.

  
• 2. Discovery
  We’ll complete the research to find solutions that will give you the best opportunities to reach your goals, both short-and long-term.

  
• 3. Recommendation
  Once we have compiled all relevant information, we design a strategy tailored to your needs. We then meet with you to review our recommendations and discuss why each is important to meeting your goals. We’ll present our solutions, and discuss how we should proceed with each element discussed and ensure you understand the products we are recommending.

  
• 4. Implementation
  We take care of everything needed to implement the strategies we’ve agreed to put into motion, including completing all necessary paperwork. Our office will handle all the back- end administration to make the process as painless and stress-free as possible.

  
• 5. Review & Modification
  We keep you involved and provide regular reviews of your risk management strategy. We will regularly review the risk planning strategy implemented and make modifications to ensure the ongoing success in achieving your future goals.