Broker Check

Initial Promise

Promised Client Deliverables

These are the Items we promise to provide as part of your Initial plan.

  1. Provide Values Conversation - to determine values and goals and develop a Financial Road Map.
  2. Review current financial situation along with any previous financial planning. The following areas will be reviewed: Retirement Planning, Investment Planning, Estate Planning, Cash Flow Planning, Tax Planning, and Liability Planning.
  3. Provide financial independence forecasting using current situation and provide "what if" scenarios to help to better rank and define financial goals.
  4. Provide written recommendations in the various areas of financial planning in order to help you reach your financial goals.
  5. Assist in implementation of financial plan.