Our Process

Our Process

You must know where you are going, to know if you have arrived.

Every client has a story and that story is the foundation for their future. A financial plan with no story is like playing a game with no rules. Through your story, your Wealth Coach will help you define your rules and show you how to make better plays.

Our process involves finding out “what keeps you awake at night.” Virtually everyone has key issues that are paramount to their financial and mental well-being. Our hope is to help you find peace of mind in knowing your plan is the best it can be.

The process starts with an introductory meeting to get acquainted, to decide if there is common ground for building a relationship with your Wealth Coach. This relationship will be the key to tracking your results and evaluating whether you are on course. As your Wealth Coach, we are there to help you through the process and to encourage you as you work towards your objectives.

We will help you discover the answers to the three most important financial questions for your portfolio success. We will help you assess what you need to do in your remaining working years to reach your goals. And finally, we will teach you how the institutional investors (banks, foundations, and trust companies) all invest for long term success.

Your success is our success. Just as a good coach loves to watch their athlete succeed, so do we. Our chief aim is to help you define your goal, reach your objectives, and feel like you have the best plan to make it across the finish line.

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