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Our Process

We take you step by step

Step 1- 1st meeting is a "Discovery meeting". Here we discover your needs and wants and uncover if we are a good fit to work together. We can do this in person, via zoom, or phone call.

Step 2- 2nd meeting is "The Illustration Meeting". Here we present you with possible strategies to achieve the goals from the first meeting and make any adjustments.

Step 3- Fill out and sign paperwork necessary to move money and allocate it in the agreed vehicles for protection, management, and growth. Don't worry, we are with you every step of the way!

Step 4- You sit back and let us work behind the scenes to do all the necessary phone calls, follow ups, paperwork submissions, and busy work that makes us great at what we do for our clients.

Step 5 -You receive confirmation of completed transactions.

Step 6- You let your money work for you in your chosen vehicles.

Step 7- We will be doing annual review meetings to go over your portfolio, you assets and review goals. Of course you may contact us any time for any questions, concerns, or change of plans. 

We take our practice serious and strive to give the best service to our clients/friends. 

We look forward to serving you.

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