What To Expect Initial MeetingThis meeting is an opportunity to get to know each other to determine whether or not we are a good fit. We will discuss your goals and values, so we can better understand what you need and how we might be able to help. This is also a good time to talk about expectations and services, so that we are each clear and know how to proceed.Data Gathering & AnalysisIf we decide to move forward after the initial meeting, we will have you complete a questionnaire that provides us with a clear understanding of your current financial situation. The more information that we have about you, the better we can serve you and tailor a customized plan to suit your needs. We will then use our professional expertise and sophisticated financial planning software to analyze your data.Take ActionWe will present our research and recommendations in a clear, understandable and conversational manner. We will help you complete any necessary account paperwork and take care of any loose ends.Follow-Up AppointmentsAppointments will be scheduled as needed in order to help you make progress towards your goals, monitor your road map, and make updates as needed to navigate life's changes. As a client, you can also expect annual reviews, phone appointments and ongoing exceptional customer service.