Broker Check

Our Process

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.

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