Getting to Know You

The initial meeting is the first step in laying the crucial foundation of your financial strategy. Before making any recommendations, we invest time in getting to know you. Building a relationship with you is invaluable in planning a strategy that best fits your needs.

In order to understand your current financial situation, we need to gather information in the following six areas.

• Retirement Goals and Savings
• Cash Flow
• Wealth Preservation / Estate Planning
• Risk Management
• Accumulating for the Future
• Tax Strategies

Building A Plan

We carefully analyze the information so we can begin assembling the financial strategy for you. The end result is our recommendation letter and financial plan. We start by defining a basic strategy for the rest of your life. Then, breaking it down into key categories, we explain the issues and strategies to capitalize on or to mitigate these areas. Finally, we present specific recommendations designed to “Help You Live a Wealthy Life.”

Implementing Your Plan

Once the path is defined, we need to carefully implement The Plan. Opening accounts, transfering assets, acquiring insurances, finalizing legal documents and wills in cooperation with your legal advisor while carefully implementing your tax strategy is the foundation of our relationship.