Broker Check

Our Approach

  1. Confidential No-Cost Initial Consultation: At this meeting, we get to know each other and discuss objectives.
  2. 2nd Meeting: We discuss “what I heard you say.” We clarify my observations and your goals and discuss recommendations and options that will help your particular situation.
  3. Implementation Meeting: We prioritize what is most important and proceed with the plans upon which we have agreed.
  4. Review and Monitor: At least once per year, more frequently if desired or necessary, we meet and review the plans and discuss any needed changes.