Our Process
We want to be the trusted advisor you can call when any financial question comes up. The process starts by getting to know each other.
Let's Get Started!
01.
Introductory Meeting
The goal is to get to know each other. We introduce ourselves and our services, then we turn the focus over to learning more about you and your situation. We will walk through every area in your life that involves finances.
02.
Customize Your Financial Plan
This is where we get to work. We take what we learned from the first meeting and put together a customized financial plan to help you acheive your goals.
03.
Implementation
We get back together for our second meeting, where we walk through things like financial projections, investment recommendations, and estate & tax planning considerations. This is the meeting where you will decide if you want to work with us.
04.
Relationship
Once you become a client, you will hear from us on a regular basis. One of the reasons we went independent was to be able to spend more time with our clients. We want to be there for you to help you make wise financial decisions and be good stewards of what God has provided.