Large or small. Intricate or uncomplicated. Whatever the problem, we begin everything with our carefully meticulous process and the Money Confidence™ System.
The Discovery Meeting:
This is where we present you with raw, unfiltered, unbiased data involving your portfolio. The discovery meeting consists of answering your financial questions, analyzing your risk, and understanding your present situation.
This meeting is intimate, personal, and eye-opening. Before setting up every discovery meeting, we do our due diligence to truly understanding what makes you, you.
Each discovery meeting is tailored to each individual’s needs and concerns. All we need are some copies of your recent statements for us to start. This way, you can rest assure that we are working to finding the best, strongest, and most effective financial solutions for you.
Once the risks and concerns are identified, we move onto:
The Result Meeting:
This is where we present you with the results of your discovery meeting. This meeting is an honest analysis of your immediate dangers within the market. We believe you deserve to know exactly what you’re paying for in your investment choices. Our commitment to maintaining a fiduciary standard of care prevents us from being a part of the rest of the industry. If you are not happy with the results, we keep going.
Once the results are presented, we move onto:
The Solution Meeting:
In this meeting, we provide you with a solution that we feel could best benefit you and your needs. This solution is created through hours of scouring through hundreds of investment options. Once the solution is presented, we walk you through how the solution can greatly impact your investment and future plans.