We follow a step-by-step process, designed to create a clear picture of our clients’ financial situation and goals. We then design and implement strategies that will help them meet these goals.
Below is the process, summed up step-by-step:
Generally, time elapsed from the initial meeting to the recommendation meeting is two weeks.
Generally, time elapsed from the recommendation meeting to the mutual commitment meeting is one week.
Of course, the exact consultative process will vary slightly from client to client, dependent on each client’s particular financial needs, as well as the type and level of services provided, but this plan serves as a general guideline of how our consultative process typically progresses.