Our Process 1. Design 3-4 Meetings 2. Deliver* 1 Meeting 3. Implement** 3-4 Meetings This Process is an ongoing process that includes progress reports, quarterly reviews, and annual reviews*** * The producers' relationship with the client during post-plan deliver is a registered representative and not as a fee-based financial planner.**Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee. *** Periodic reviews and updates may require a new agreement and may be subject to additional fees.