Financial Wellness for Every Chapter of Life’s Journey
GET ACQUAINTED
Complimentary 1 Hour Session
- Listen to your questions and concerns.
- Explore your current life transitions.
- Share about your family and previous financial planning experiences.
- Discover how our services can help you live an inspired life.
Discovery
2 to 3 Hour Session
- Share your story.
- Discover or reaffirm your most heartfelt aspirations.
- Clarify your values.
- Articulate a vivid vision of your future.
Life Mapping
2 Hour Session
- Create an intentional life map with flexibility.
- Quantify your financial goals.
- Uncover hidden obstacles and opportunities that lay in the road ahead.
Investment Dialogue
1.5 Hour Session
- Discuss your money messages.
- Clarify risk tolerance.
- Review your current investment holdings.
Plan Presentation
2 Hour Session
- Explore your personalized Financial Life Plan.
- Receive specific investment recommendations.
- Discuss the tools, tactics, and strategies that are appropriate for you.
What’s Next
1 hour
- Address any questions about your Financial Life Plan.
- Review action items and recommendations from your team of advisors.
- Develop a timeline of your next steps.
Continuing Collaboration
- Monitoring progress through a customized meeting schedule.
- Navigate the transitions of life together.
- Recalibrate investments as your life needs change.
GET ACQUAINTED
Complimentary 1 Hour Session
- Listen to your questions and concerns.
- Explore your current life transitions.
- Share about your family and previous financial planning experiences.
- Discover how our services can help you live an inspired life.
Discovery
2 to 3 Hour Session
- Share your story.
- Discover or reaffirm your most heartfelt aspirations.
- Clarify your values.
- Articulate a vivid vision of your future.
Life Mapping
2 Hour Session
- Create an intentional life map with flexibility.
- Quantify your financial goals.
- Uncover hidden obstacles and opportunities that lay in the road ahead.
Investment Dialogue
1.5 Hour Session
- Discuss your money messages.
- Clarify risk tolerance.
- Review your current investment holdings.
Plan Presentation
2 Hour Session
- Explore your personalized Financial Life Plan.
- Receive specific investment recommendations.
- Discuss the tools, tactics, and strategies that are appropriate for you.
What’s Next
1 hour
- Address any questions about your Financial Life Plan.
- Review action items and recommendations from your team of advisors.
- Develop a timeline of your next steps.
Continuing Collaboration
- Monitoring progress through a customized meeting schedule.
- Navigate the transitions of life together.
- Recalibrate investments as your life needs change.
Bring Your Wealth To Life