Broker Check

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.