We'll schedule a meeting to assess your needs. We'll request necessary information to understand your financial lifestyle and discuss your main concerns and goals. Together, we'll decide whether to conduct a full assessment of your overall financial situation or focus on your top financial priorities.
We'll evaluate your needs, propose a tailored solution, explain it to you, and then you can decide whether to proceed with our recommendation.
After you've approved our solution, we'll take the necessary steps to implement it for you.
This step involves verifying if the agreed-upon solution is aligning with your goal, whether it's a one-time objective or your complete financial plan. We will assess its progress and provide you with an update on your status.