How We Serve

Step 1: Introductory Call

This video call is an opportunity for us to get to know you and your family better, as well as to understand your financial goals and priorities. Through this call, we aim to determine whether our financial planning services are a good fit for your personal needs.

Step 2: Agreement

This video call would be to review an engagement letter that outlines the financial planning topics that are relevant to your needs and our responsibilities. 

Step 3: Data Gathering

We will gather and organize your financial information to tailor the financial plan to your needs and goals. A data gathering checklist would be emailed to you once agreement is signed.

Step 4: Scenario Reviews

During this video call, we will the review the accuracy of the summarized financial information and confirm your financial objectives with you. We will also mutually agree upon financial planning assumptions and create personalized scenarios to help you achieve your expecations.

Step 5: Develop a Plan

We will analyze the financial information provided and develop strategies that are aligned with your personal objectives.

Step 6: Plan Presentation

We will present the results of our analysis to you in an easy to understand form which is measurable and actionable

Step 7: Implementation

If you selected Fee-For-Service option we would implement the strategies we agreed upon.

Step 8: Follow Up

If you selected Fee-For-Service option we would have a virtual meeting at least twice a year. More can be discussed during step 2 of the process.

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