The goal of this meeting is to gain clarity on your goals, vision, and unique financial situation. Your answers to our questions, along with the documents we request you bring, will ultimately help us understand your financial capacity and how it is related to your vision.

This is where the real work gets done.

We will apply decades of expertise, thousands of hours of training, and mentoring by the industrys top experts to build out a financial blueprint and answer the following questions:

• Are you on track to hit your financial goals?
• Are you overpaying in taxes?
• Can your portfolio be improved?
• Can you eliminate, or at least reduce threats to your financial goals?

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

During this meeting we will explain, in plain English, what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.

Strategic plans are less important than strategic planning. A plan is only as effective as the action steps taken as a result of said planning and our willingness to make adjustments over time to adapt to life’s curve balls. We will lay out a phased implementation schedule for the plan and review with you in 6 months to make sure there aren’t any adjustments that need to be made. You can also hire us to implement the recommendations on your behalf.