Collaborative Approach to Financial Success

Planning is an ongoing process, not a one-time event.

  • How can we help you?
  • Are we the right fit for you?
    • If we aren’t the right fit, we will help you find the right fit.
  • Would you like us to prepare a Strategic Summary?

  • What is most important to you?
  • How can we add value?
  • Compile the insights we gathered about you to create your Strategic Summary – a list of actionable items for you to implement that cover the six areas of financial planning.

  • How much money will you have to live on every month?
  • Can you reduce your lifetime income bill?
  • Will your spouse be financially okay if one of you passes away early?
  • What threats to your retirement can we minimize or eliminate?

  • Together, we will review the Strategic Summary to make sure you understand the benefits of each action to you.

  • Does our ongoing process of success make sense to you?
  • Do you understand our recommendations?
  • Are you comfortable working with our team?
  • Is the value we provide worth more than the fee we are charging?
  • Do you agree with our philosophy of how to manage your money?

  • Chris will answer your questions from the previous meeting.
  • If you choose to move forward…
    • We will start the process of signing paperwork to become a client.
    • We will prioritize the actions on the Strategic Summary to implement.
  • If you choose to not move forward…
    • We will part ways as friends and wish you the best.
      • You can use our Strategic Summary to improve your financial life.

As President Eisenhower said, Plans are useless, but planning is essential.