Plan for the life of your dreams.

01.

All about you

INTRODUCTION

The introduction call or virtual meeting is all about establishing rapport. We will spend 15 minutes outlining who we are and get a few details from you to determine if there is an opportunity for us to work together.

02.

Share your story

DISCOVERY

In this meeting, you get to share more of your story, and we are there to listen. We do a deep dive to learn about your values and goals and how they align with past and future financial decisions.

Our discovery continues as we gather financial information to formulate a plan for the future that is defined by what is most important to you.

03.

A clear action plan

WEALTH MAP

As part of our Peace of Mind Program™, we will handcraft a personalized financial plan known as your Wealth Map to inspire and motivate you to reach your goals. We refer to the plan as a Map because it plots the course for where you want to go, including actionable steps to help you reach your destination

04.

Working together

MUTUAL COMMITMENT

This is where we mutually decide to implement your Wealth Map. If it is the right fit, the aim is to develop a lifelong relationship based on trust, respect, and a mutual commitment to achieving your objectives.

05.

Evolving with your lifestyle

PROGRESS EVOLUTION™

Life is not static, and neither is your plan. We will be in regular contact with you to reflect on, evaluate, and adjust your plan during life’s ups and downs. Our purpose is to help you navigate life’s uncertainties so that you have Peace of Mind.

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