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Client Process


Discovery Meeting

This is our opportunity for us to ask good questions, listen, and learn about what is most important to you, your family, or your business, what challenges you’re facing, what you’d expect from an advisor, and what you’re hoping your future might hold.

Review Your Personalized Strategy

Our team will take what we learn in our Discovery Meeting as well as additional documentation you provide and conduct a thorough analysis on where you stand today in relation to your goals. We’ll then create an action plan to help better align your assets with your values and vision.

Get Back to What Matters

Working with our team means that you have advocates for life. You can be free to invest your time, energy, and resources in the people and things that matter most to you knowing that our team is proactively reviewing your plan, looking for efficiencies and opportunities to keep you on the right track.