Foundation Program - Steps
Step One - Strategy Session
Step Two - New Client Meeting
Step Two - New Client Meeting
This is our complimentary discovery meeting where we will get a better understanding of your situation.
Step Two - New Client Meeting
Step Two - New Client Meeting
Step Two - New Client Meeting
This meeting will get you and your family set up in creating your plan and pulling in all of your financial data so we can start the process.
Step Three - ROL Meeting
Step Two - New Client Meeting
Step Four - Wealth Meeting
This meeting will dive deeper into ROL for you and your family and will entail additional tools to uncover your past and how you want to create your future.
Step Four - Wealth Meeting
Step Five - Client Review Meeting
Step Four - Wealth Meeting
This meeting will be about your money and wealth. We will discuss your existing situation and your goals. It will include a game plan for achieving your overall wealth goals and objectives.
Step Five - Client Review Meeting
Step Five - Client Review Meeting
Step Five - Client Review Meeting
This meeting will review the progress made since you started the program. We will discuss next steps and go over your intentions on what you would like to accomplish moving forward.
Check-Ins
Step Five - Client Review Meeting
Step Five - Client Review Meeting
These are ongoing and can take place in a number of ways. We will be checking in with you on a regular basis to see how things are coming along and to see if anything has changed for you and your family's situation.