Our Process
STEP 1:
INITIAL MEETING DISCOVERY PROCESS
In Person Meeting to Discuss
In Person Meeting to Discuss
STEP 2:
3-5 DAYS
DEVELOPING FINANCIAL PLAN
DEVELOPING FINANCIAL PLAN
STEP 3:
7-10 DAYS
FINANCIAL PLAN MEETING
In Person Meeting to Discuss
FINANCIAL PLAN MEETING
In Person Meeting to Discuss
STEP 4:
10-20 DAYS
DEVELOPING INVESTMENT STRATEGY
DEVELOPING INVESTMENT STRATEGY
STEP 5:
28 DAYS
FOLLOW UP MEETING
In Person Meeting to Discuss
FOLLOW UP MEETING
In Person Meeting to Discuss
STEP 6:
35 DAYS
DEVELOP AND REVIEW FINANCIAL PLAN
In Person Meeting to Discuss
DEVELOP AND REVIEW FINANCIAL PLAN
In Person Meeting to Discuss
STEP 7:
ONGOING REVIEW PROCESS
To Schedule an Appointment
Call (831) 476-7300 or