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Meetings with Eric

Scheduled for your First Visit?

Scheduled for your First Visit?

Click below to review the first appointment kit documents.  Please feel free to print, complete and bring with you to your meeting.

1st Appt Documents

Ready to Schedule a Meeting

Many potential clients are perhaps unsure of how we can be of service to them. From helping with a need in one single area of their planning to putting together a comprehensive financial plan, the most difficult part is getting started and putting the plan together. 

Eric and his team believe we have the tools and processes in place to help a potential client figure that out and help them down the road to financial health.  Starting down that road can utilize some or all of the following steps:

Our Process:

  • Discovery Meeting ---- Assessment of your current situation and establishment of expectations in the relationship
  • Fact-Finding/Goal Planning Meeting ---- Gathering of information and assumptions needed for analysis
  • Presentation Meeting ---- Review of complete financial analysis with options on how to help improve your situation
  • Implementation Meeting ---- Completion of all necessary paperwork and determination of future service schedules
  • Delivery Meeting ---- Review Personal Financial Inventory book and introduce client center access

If you think a meeting with us would be of benefit to you, feel free to select here to set up an appointment.

Client Centered: our business is built on a foundation of thoughtful client relationships.

Client Centered: our business is built on a foundation of thoughtful client relationships.

Commitment to our clients includes:

  • A Commitment to our mission
  • Always doing what is in the best interest of our clients
  • Acknowledging mistakes made and providing immediate resolution
  • Taking a proactive approach to identify opportunities to help our client
  • Continuing education to improve our processes and client experiences

Expectations of our clients includes:

  • You must care about your financial situation more than anyone else
  • For goals to be achieved, sacrifices may need to be made
  • For plans to be developed, documents must be gathered, and vital information must be disclosed
  • A valued relationship comes with honesty and openness
  • The courtesy of a return phone call or email in a timely manner