Like What You See? What To Expect When You Engage With Us
Our process is designed with the client in mind every step of the way. When you partner with us, the journey will look like this:
The initial meeting to discuss your goals and objectives. We will gather information on your existing accounts and policies. And because we believe that education is power, we listen carefully to your questions and concerns and provide you with the information you need to make important decisions.
We review all of the information disclosed during discussions in the consultation meeting and the statements and policies supplied. We may contact you for further clarification on any outstanding items. This is the underwriting phase.
This could happen during the first meeting – but generally occurs during the second meeting – to present recommendations and findings to answer your questions and concerns, and meet your goals and objectives.
The process of opening the accounts and policies – including the movement of assets as appropriate – to implement the approved recommendations.
The point where we would like to be introduced to your friends, family, co-workers and clients who would also appreciate this high level of comprehensive service and relationship.
MONITOR AND MAINTAIN
This is where we “Inspect What We Expect”. We set an ongoing review of your accounts and policies to ensure they are still accomplishing your goals and objectives. During this time, we will determine if there are any changes with your situation that would prompt us to review in more detail the accounts and policies that we have in place.
Ready for a partner that will work to truly understand your financial needs?