Client Engagement Process

There’s an old saying that if you don’t know where you’re going, any road will do. That’s why we start the process with a detailed strategy of what the destination will “look and feel” like. With our 8 step client Egnagement Process, we will get a clear picture of where you are today and where you want to be. Our plan will look at: 
  • A Full goals assessment
  • A comprehensive retirement income blueprint 
  • Portfolio management review 
  • Risk management review 
  • Tax and estate planning

Client Engaement Process

It is important to monitor this plan on an annual basis and make updates to your plan as needed. Occasionally, a client will face significant changes in their personal circumstances, which would require us to reevaluate and restart the process such as a death in the family or a new marriage. Other changes may be more minor in nature and will require us to reevaluate any one of the previously mentioned steps.