Since each client’s journey is unique, we aim to understand your goals and concerns. To properly diagnose your situation, we will conduct an interview and review your overall financial picture. We will identify if our services are the right fit for your needs. If we are not the right fit at this stage, we can offer a suitable alternative.



After completing our analysis, we want to share our findings with you. At this stage, we will educate you on those findings and show you what we can do to improve your situation.



If you are ready see the value of professional advice and are ready to work with us, we will have you sign a management agreement at the conclusion of the Recommendation appointment. Otherwise, we suggest you take home our recommendations and share them with any of your trusted advisors before making your decision to become a client.