THE PROCESS

We always put service before products; we would rather earn your trust and deserve your referrals than ever sell you an inappropriate or unneeded product. We believe in the low key, relaxed educational approach; clients for life instead of just a quick transaction. We have outlined below our process and how we work.

 
 

An intial Discovery Meeting

During the discovery meeting, we discuss your goals and objectives, and help to identify financial opportunities that you may have now and in the future. We ask you to fill out a simple Confidential Questionnaire (click to see a printed copy). A series of questions are asked to create your personalized financial roadmap called the MoneyEdge. The MoneyEdge is a simple but comprehensive tool that serves as a blueprint to help you achieve financial peace

Click here to see an example of what a sample MoneyEdge looks like. 

Preliminary Review 

For many people nearing retirement, a significant fear may be running out of money. Inflation will not go away and Social Security or pensions usually fall short of supporting all our needs. This review time allows our specialists to access your complete situation and come back with possible solutions to help ease these fears. Together with our network of financial professionals and industry consultants, we analyze your current situation and goals. We identify various opportunities that you may use to better protect your family and enhance your asset growth for the future. Again, using MoneyEdge as our guide, we will help you work out your own customized and personal plan to achieve financial peace. 

Implementation Meeting 

After the Preliminary Review is complete, we begin working with you to create your comprehensive financial roadmap. We present our solutions to you and if you are comfortable with our recommendation, we start to implement the beginning action steps. There could be several meetings after this depending on the severity of your situation and time constraints. We will do our best to limit each meeting to no more than 90 minutes if possible.

Financial Review 

We understand life is constantly in flux and therefore it is important to constantly review your financial roadmap. We recommend reviewing your MoneyEdge periodically. Depending on your situation, we will work with you to cater a review plan that makes sense. We can review in a face-to-face meeting or conduct a web-conference depending on your needs and schedule. We also offer a complimentary monthly email newsletter and quarterly hard copy newsletter to keep you abreast of the latest developments in the financial world.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck