Discovery Meeting
We get to know you and you, us.
Financial Plan Meeting
Discuss how your goals will be achieved and the aspects of investing we can control; Time, Cost, Behavior, and Risk. While discussing what we cannot control (uncertainty); Return
Risk Management Meeting
This is when we stress test your financial plan for any possible weaknesses
Scheduled Review Meetings
Review topics that could impact your future, the success of the current plan and recommend changes when needed.