Easy as 1-2-3
Ready to whip your financial life into shape?
1. Make an Appointment
This is the beginning of a long-term relationship, so it is essential that rapport, confidence, and trust are established from the outset. We’ll explore your current financial situation along with the goals and dreams you have for your family, retirement, and career. We’ll discuss the experience, integrity, and our reputation. And we’ll explain The Living Balance Sheet® and our financial philosophy in depth so that you will understand how your money will be managed.
2. Let’s Talk Protection
There’s nothing better than feeling secure, so we will review your financial situation and then determine the best way to protect your lifestyle and assets. We’ll discuss issues like law suits, disability, your will or trust, and any health concerns you might have that could affect your financial outlook. And we’ll consider how to secure your protection with no additional expense to you.
3. Grow Your Money
Traditional financial advisors start with this step—and clients love to talk about how to grow their money. But investing your money without clearly defining your financial goals beforehand is much like taking off on a road trip without a map. You might eventually reach your destination, but more than likely, you will have taken a circuitous route to get there. Once you have a clear realistic understanding of your financial net worth and you have taken appropriate steps to protect your lifestyle and assets, you’ll be in a position to invest your money with confidence.