Our Process

Establish Expectations

We start our process with every client with a quick phone call to get to know each other and establish expectations.

Educate

We explain how retirement income streams work, how disability insurance works, and how to balance debt with a long term savings plan.

Make Recommendations

Based on the biggest concerns you have today, we make recommendations to overcome the obstacles getting in the way of your committed goals.

Implement

Put products in place to serve your wants and needs.

Serve

Establish a review schedule (semiannual, biannual, or annual) to monitor progress and adapt the plan to any potential life changes.