Step 1. You receive a complete review with our realistic financial review process.
Step 2. Our team explains the conclusions of our review and helps your understand, in straight talk, your current situation and the impact our findings could have on your financial future.
Step 3. Our team will create a personalized strategy that addresses your unique concerns and problems. If necessary, we can partner with your tax and legal professionals or we can refer you to those we strategically partner with to provide these services.
Step 4. We will also review your most recent tax return to uncover potential tax-saving opportunities. Again, this may require the involvement of a tax professional with whom we can work for assistance.
Step 5. Upon completion, your strategy is reviewed again to further ensure it is targeted toward your future financial goals.
Step 6. Once your realistic financial review is complete, we believe you will be better prepared to navigate what life sends your way. When you’re armed with the right tools, you can enjoy the confidence you deserve.
Step 7. Your documentation is organized in a folder designed to hold all your key financial documents. We will then counsel you on the best methods of safekeeping these important documents.
Step 8. Ready, set, GO! Once you engage our services to help you with your future financial goals, we are with you. We will be there to:
- help identify and understand your financial concerns;
- help address those concerns and your changing circumstances; and
- provide you with timely, accurate and helpful information.
Any fees associated with managing your investment portfolio or the engagement of outside tax or legal professionals will be fully disclosed to you in advance.