Our Services > Financial Planning

Our proactive approach to client service is all about saving you time and providing you with confidence. This structure means we can meet all your financial needs, eliminating the complexities associated with working with more than one company. Financial planning is a process, not a product:

Gather Information
Engagement Proposal
Analyze Information
Recommendation
Implementation
Monitoring & Review


Step 2: Engagement Proposal

At this meeting, we will clearly explain the services to be provided and define our mutual responsibilities. We will thoroughly explain our compensation and discuss how long the engagement will last and how decisions will be made.

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