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OUR PROCESS
Data
Gathering & Reviewing Of Documents:
Together
we will identify your business, estate and personal financial
dreams. I will review your current documents and financial
products to see how they integrate and coordinate with what
you want.
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Strategic
Alliances
Reading
List
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Summary
of Existing Situation:
At
this point I will be sharing with you my observations of
your current plan. I will identify the risks and the lack
of coordination, if any, which could prevent you from accomplishing
what you want. From this point forward we will co-create
a plan that best, serves you.
Implementation:
When
it comes time to implement your plan, it typically involves
the services of other professionals such as an attorney, a
mortgage broker, an accountant or your insurance agent. I
will work closely with you and your existing advisors to be
sure that your plan is brought to completion. If necessary
I can introduce you to other professionals in which I have
formed a strategic
alliance
with. Another piece to implementation often involves the use
of financial products. I am licensed in the areas of Life,
Health and Disability insurance, IRA's, 401k's, Annuities
and Mutual Funds. I would expect to be the person that implements
this part of the plan.
Your
Best Interest:
You
must feel good about the plans and strategies, so that you
always feel that what I have recommended is in your best
interest. I never want you to proceed with any recommendation
unless this is true.
Recommend
Me to People:
By
building our business through the referral system we create
a win-win-win. First, you win. The only way our clients
refer us is if we meet their expectations. Second, the person
you refer us to wins. Since we solve problems that most
people don't know they have, it takes a referral from someone
they respect and trust to discuss their finances. Third,
we win. In order to honor our financial commitments to our
families, employees and the community our business must
continue to grow.
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