Initial meeting
This “get to know each other” meeting allows the client to express what they are most concerned about. This sets the stage and defines what their objectives may be.

Second meeting
We deliver a plan for review. This plan will map out what the client’s objectives are and what observations were made during the first meeting. We discuss what recommendations we may have and options available to satisfy the client’s needs. We prioritize what is most important to get accomplished, first to last. Our staff will assist to make sure all that needs to be done is implemented with care.

Third and additional meetings
We use these meetings to work with clients to implement their personal estate and financial plan at the pace they are most comfortable with.

Review and monitor
We never underestimate the importance of planning. On a regular basis, we will discuss what changes are necessary to stay on track. Changes are often prompted by changes in the law, family situations, health concerns, ever-changing economic conditions and market volatility.

Forms Needed Before Initial Meeting
Client Questionnaire Form

“Failing to plan is planning to fail.” -Benjamin Franklin