There are three key pillars of our process:
This time is set aside for you and your spouse to tell us about the goals you have for your life. Our objective is to listen and learn about you and your family.
You will receive a proposal outlining our services, as well as how we are compensated. Once you engage in our services, we will work with you to address your concerns so you achieve your goals.
Together, we will regularly review your plan and monitor your progress. Periodic meetings will hold you accountable and ensure that you are getting maximum value out of our services. Your circumstances will likely change over time; our process will help ensure your plan stays relevant based on the changes in your life, as well as current tax and estate laws.