Feel more confident about your financial decisions using our
Smart^er Planning Process.
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ENGAGE
STEP 1: INTRODUCTORY CALL
Before we sign any papers, we’ll hop on a quick phone call to see if we’d be a good fit. We’ll discuss the high-level aspects of where you are and where you want to go financially.
STEP 2: DISCOVERY MEETING
This is an in-person or virtual meeting to dive deeper into your financial situation. Here we’ll discuss your goals and your family and learn more about what is important to you.
ENLIGHTEN
STEP 3: DEVELOP PLAN
Sit back and relax. We’ll handle it from here. We’ll get our fancy calculators and try to find ways we can help you achieve your goals.
STEP 4: EDUCATION MEETING
Once we have developed your plan, we help you understand our recommendations and make you aware of any strengths or weaknesses of your financial situation.
EMPOWER
STEP 5. IMPLEMENTATION
After being educated about your plan, you’ll be ready to implement its recommendations. Together, we will overcome any challenges you face while putting your plan into practice.
STEP 6: MONITORING
The only constant in life is change, so your financial plans and strategies will need to change too. We strongly encourage you to meet with us regularly. This will help you remain on track and adapt to new challenges and opportunities as they arise.
