Services

STEP BY STEP

OUR PROCESS TO HELP YOU MAKE BIG FINANCIAL DECISIONS

Initial Inquiry

Fill out our questionnaire & submit $100 meeting fee

Initial Meeting

View sample plan, fee estimate, collect documents and deposit

Goals Session

Review of spending and cash flow and set financial goals

Interactive Session

Review work in progress via phone, Skype or online desktop sharing

Presentation Session

Provide recommendations and implementation advice, plus follow-up advice

Monitoring & Follow up

6-months checkup, Free questions by email

Solutions for all your Financial Opportunities

INITIAL SERVICES

INITIAL SERVICES

It starts with a question. Solution is where we come in.

Create a plan you can count on.

CONTINUOUS SERVICES

CONTINUOUS SERVICES

Never let your money just be.

Create.  Monitor.  Repeat.