Becoming a Client

Many potential clients struggle with 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 together a plan of attack. Tom and his team believe we have the tools and processes in place to help a potential client discover their needs 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 current situation and establishment of expectations in relationship
• Fact-Finding/Goal Planning Meeting ---- Gathering of information and assumptions needed for analysis
• Presentation Meeting ---- Review of complete financial analysis with recommendations on how to help improve 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