Getting started is easy:
1. Schedule a quick call - We’ll walk through how my service works so you know exactly what to expect before sharing anything personal.
2. Confirm the details - Two weeks later, we’ll meet to make sure I’m on the same page and go over all of your family’s goals. Link all your accounts to Ameriprise Priority Aggregation tool (Omniview), so your plan is always accurate.
3. Your tailored plan - Another two weeks after that, I’ll share my ideas and recommendations, built entirely around your unique situation.
Ongoing relationship - We’ll meet 2-4 times per year or as needed to review progress and make adjustments as life changes.