We find out that there are no gaps, all of your professionals are on the same page, and that your financial plan aligns with your objectives.
We find out that there may be some gaps that exist, and we may not be the best firm to help you. If that is the case, we will get you to the person who is best suited to help you with your needs.
We may find some gaps that exist, and we may be a great fit. This is where the fun part begins! We'll start putting a plan in place for you and your family to execute a consultative and comprehensive plan.