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Becoming a Client

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 success.  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 contact us to set up an appointment.