1. Get to Know You
Having good rapport is vital to any relationship. The foundation to your plan is to understand current situation to be able to establish your goals.
Identify Objectives:
- Needs
- Wants
- Wishes
2. Develop your Plan of Action
Discuss the “Big Picture” that solves the puzzle built around a holistic plan for managing your wealth.
- Complete Assessment
- Analyze your Info
- Collaborate to outline Strategy
3. Design Your Roadmap
Together, we will work to define
your priorities, develop a plan to work toward them, and monitor progress toward your goals.
- Developing a Plan of Action
- Define the Probability of Success
- Implement the Plan
4. Review & Support
Review your progress toward your goals
- Regular Monitoring
- Ongoing Collaboration & Conversation
- Account & Planning Dashboard Access
