Broker Check

Our Process

STEP

1

Initial Meeting

To start, we will have a discovery meeting - either in person or on the phone - to help us analyze your current financial situation.

STEP

2

Develop a Plan

From here, we'll present our recommendations and implement our services.

STEP

3

Monitor & Adjust

Next, we will monitor your plan on an on-going basis, and make adjustments when needed.

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