For us to get to know one another and learn if it makes sense to continue or not.
Asking questions and collecting information pertaining to your goals and finances
Aligning your overall finances, estate and investment strategy with your goals and objectives.
Forms are completed and accounts are established, where needed, to align your overall finances with your core objectives.
Critical ongoing updates to keep us on track typically 1- 4 times per year, remote or face to face. Adjustments to your plan, estate , protection and portfolio may take place if needed.