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.