Introduction - This is where we meet, get to know each other to find synergy and see if we will work well together.
Discovery - In this next step, we will gather your information, identify your goals, risk tolerance and timelines.
Analyze - We will thoroughly analyze your information and begin creating the building blocks for a fine tuned, customized strategy.
Development - The financial and insurance strategies will be refined and tailored to meet the current goals and ongoing reviews will be structured for your evolving needs.
Initiate - This is the implementation of the strategies stage. After all of the detailed analysis and custom crafted plan, we begin to put your hard earned funds to work and begin the journey of prosperity.