The process begins with a brief phone call to learn a little more about your situation and see if I might be a good fit to help you. Everything we discuss will be in plain English - no fancy jargon.
The next step is a no-cost meeting where I'll learn more about you (or your company), your situation, and your goals. I'll ask questions to help us learn more about your needs, and there will be plenty of time for you to ask question as well.
For individuals & families, our discussion will focus on cash flow, retirement income, tax planning, estate planning, protection, & investment advice.
For businesses, we'll review the needs of ownership and employees, as well as the company's retirement plan.
At the end of this meeting, there is no sales pitch, no pressure. I'll simply ask if you'd like me to do a no-cost analysis of your situation and provide my advice.
After that meeting, if you decide you'd like to work together, we can take the next steps. If not, we can part ways as friends.