Our Process

Our goal is to take you from initial interest to full implementation of your customized financial plan within 30 days. This efficient and structured approach ensures that you quickly see tangible progress and benefits from our services. Here's how we achieve this rapid transition:

  • Initial Consultation/Meeting

    • - Can we service YOU properly?
    • - What are YOU looking for?
    • - What are YOUR GOALS and DREAMS?
    • - Family, Occupation, Recreation, Money
    • - If you decide to move forward with us, we will set a date in a WEEK for our first meeting

    Post Meeting

    • - Receive email confirmation of next meeting time, recap of last meeting, to do list for next meeting

  • Pre Meeting

    • - Receive a phone call for risk tolerance questionnaire (RTQ) & reminder of what to bring and do before next meeting

    Meeting

    • - Go over RTQ, sign if RT differs
    • - Focus on dreams and goals
    • - Discuss what cash flow or retirement plan would look like

    Post Meeting

    • - Sign CAA’s, Account Agreements, and any other forms

  • Pre Meeting

    • - We will call you to book final meeting once accounts are settled and transfers are in

    Meeting

    • - Implement Cash Flow Plan
    • - Overview RazorPlan
    • - Introduce Model Portfolio
    • - Develop WOW WM Topic Map
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt