Our Process
While developing a customized financial program, we will walk you through a step-by-step process that is designed to help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
1. The Starter Session™
Helps you to assess your current situation and clarify your goals, both personal and financial
2. The Discovery Experience™
Develop a financial roadmap and organize financial affairs
3. The Financial Confidence™
Builder – A series of planning sessions to help you develop a plan to achieve your financial goals
4. The Strategic Freedom Plan™
A detailed roadmap outlining the strategies, tools, and a course of action to implement your plan
5. The Strategic Freedom Toolbox™
Professional resources and strategies to ensure the successful implementation of your goals
6. The Freedom Expander™
Regular reviews of your progress to keep you on track towards your goals