The Process
Data Collection
- Good information in = Good information out
- Simple Conversations about what is important to you
- Data collection never stops.... when we're "done," something is going to change. We always want the most recent data you have.
Protection Analysis
- Observation
- Risk/Loss
- Education
Cash Flow Analysis
- Collaboration
- Coordination
- Integration
Solution/Implementation
- Advocacy
- Adjustment
- Communication
It never stops....
The world goes round and round and so does planning.
While you may think that nothing has changed, the very fact that TIME has passed changes the strategies in your financial world.
We're not interested in "selling" you something and never talking to you again. We want a relationship with you. We want to be your trusted resource to bounce ideas and dreams off of. We are #FinancialCoaches and we're in this for the long haul.