Broker Check

Process

The initial consultation will be spent understanding the steps that need to be taken to bring the client to a comfortable point of financial understanding in addition to addressing any immediate concerns. Goals and expectations will be discussed and a financial strategy will be developed that will address the client’s risk tolerance, investment objectives, estate plan, insurance needs and investment asset allocation. An agreed upon fee will be set depending on the level of services needed. If desired, the Financial Consultant will oversee all financial relationships in seeking to ensure client is content with the level of services provided and that the advice makes sense given their particular situation and objectives.