Our Client Roadmap

We believe in a clear, structured approach to financial success. Our process is to provide tailored strategies and expert support every step of the way. Here’s what you can expect when working with us.

Complimentary Introduction Meeting

FREE

Let’s chat about how we can help:

  • Introduction to Our Firm & Services – I’ll explain who we are, with over 22 years of experience in the industry, the services we offer, and how we can support you.

  • Preliminary Information Gathering – We’ll discuss your financial goals, concerns, and needs to understand how we can best assist you.

  • Action Steps for Next Meeting – Based on this conversation, we’ll outline the next steps and prepare for a more in-depth Discovery meeting.

Discovery Session

$250.00*

This meeting provides a deeper exploration of your financial situation and sets the stage for actionable solutions.

The fee covers:

  • Financial Goal Exploration – We’ll discuss your goals, concerns, expectations, and overall financial vision to create a clear picture of your needs.

  • Document Review & Financial Spreadsheet – We’ll request key documents and provide a financial spreadsheet to assess your current financial status.

  • 360° Financial Analysis – By combining your input with our expertise, we’ll evaluate all aspects of your finances for a complete overview.

  • Custom Solutions – Using advanced technology and our expertise, we’ll craft personalized strategies to help you meet your goals.

FREE

Learn the “why” behind our strategies:

  • Education Series – Gain insight into the strategies we use and the reasoning behind them.

  • Innovative Solutions – Discover unique financial solutions that most people aren’t aware of, giving you a broader perspective.

  • Empowerment & Confidence – We ensure you have the knowledge needed to make informed and confident financial decisions.

Financial Education Strategy

$350.00*

Our team conducts a full comprehensive financial analysis to help you achieve your goals.

This fee covers:

  • Thorough Financial Review – We analyze your current financial landscape, retirement goals, and overall objectives.

  • Strategic Planning – We develop a customized strategy tailored to your needs, providing multiple options to choose from so you can select the best path forward.

  • Expert Insights & Recommendations – We evaluate your goals, suggest alternative solutions, and identify ways to improve your financial outlook.

  • Time, Effort & Precision – Our process requires careful analysis to provide accurate, actionable advice that aligns with your vision.

  • Cutting-Edge Tools – We introduce advanced technology to support your ongoing financial planning for personal and business success.

Customized Financial Plan

Action Steps & Support

A la carte options*

  • Detailed Plan Outline – We’ll break down your strategy step-by-step, ensuring you understand each aspect and feel confident in the plan.

  • Package Selection – Choose the financial package that best fits your needs and budget, allowing flexibility in services.

  • Implementation Support – We’ll guide you through each step of implementing your plan, ensuring everything aligns with your goals.

Ongoing Guidance

Ongoing Support & Progress Monitoring:

  • Quarterly Check-Ins – Systematic quarterly reviews to track progress and adjust your plan as needed.

  • On-Demand Support – Life happens! Reach out anytime for guidance, and we’ll help keep you aligned with your financial goals.

  • Long-Term Partnership – We’re here for you through all of life’s changes, offering continuous support, adjusting your plan as life evolves, and ensuring you stay on track for the future.

Or Choose

Choose individual service as needed, with the option for ongoing account management

Flexible One-Time Financial Services

Get expert advice on a specific issue:

  • Tailored Financial Analysis – Receive a focused analysis to help you make informed decisions, ensuring your coverage aligns with your financial goals.

  • Snapshot of Your Finances – We’ll provide a clear picture of your current financial situation along with actionable recommendations.

  • No Long-Term Commitment – Get the advice you need without the pressure of a long-term commitment.

  • Opt-In for Continued Support – Choose to receive ongoing support and strategic financial oversight whenever you need it.

$350* per service/product

3 for $1,000.00*

* A 3.85% processing fee is applied to all transactions (credit and debit cards, etc.) to cover payment platform charges. This fee is included in your total invoice amount.

Contact us

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