Sit down with our wealth managers to see how we might be able to help.

(45 minutes – 1 hour, occurs 2 weeks after initial consultation)

Financial planning team gathers all pertinent financial data and further develops goals with client.

Client gathers any remaining pieces of data that were not available for the data call.

Work through your personal financial planning needs, become educated on the various solutions at your disposal, and implement the ones we collectively believe would be most beneficial for you.

• Strategy #1: Review current financial situation, identify investment and tax inefficiencies, and discuss strategies to improve current standing.
• Strategy #2: Review strategies implemented in Strategy #1, address ancillary planning issues such as pensions, Social Security, protection planning and estate planning.
• Strategy #3 (if necessary): Review strategies implemented in sessions 1 and 2, address any remaining planning/investing topics, and field any additional client questions.

Scheduled call with team member to establish personalized website and access to all investment accounts.

Appointments scheduled in advance throughout the year to monitor progress and make adjustments to adapt to changes in your life, tax and estate laws, and financial markets.