people sitting in a meeting

FIT Meeting

The initial meeting to assess your needs and goals, ensuring our services align with what you’re seeking, and determining if we’re a good fit for a long-term partnership.

Professional financial advisor

Discovery

We will discuss your goals and collect key information (account statements, estate planning documents, insurance policies, etc.) to create a personalized plan tailored to you.

Businessman hand hold coin with recommend an investment goal

Implementation

We’ll execute the strategies we’ve discussed, taking the necessary steps to implement your financial plan. This includes setting up your accounts, updating insurance, and finalizing any necessary changes to ensure you're on track toward achieving your goals.

business partners greet each other standing in the office

Welcome Aboard

Congratulations, you're now officially a client! We introduce you to all the resources and tools that will help you thrive in our new partnership.

Positive senior loving couple resting in the cafe

First Review Meeting

After the initial steps are taken, we sit down together to reflect on the progress, adjust where needed, and ensure everything is set up for long-term success.