The Four Step Process

 
 
 
 
 
 
 
 
 
 
 

 

 

 

 

 

 

 

 

 

 
 

 

 

 

uStep 1: Articulate Your Needs, Goals and Dreams

uWhere do you want to be 5, 10, & 20 years from now?
uWhat financial obligations do you have?
uWhat legacy do you want to leave?
 

uStep 2: Build Your Custom Plan

uCreate a road map to accomplish each of your goals
uWhat obstacles will you face?
uHow can we help you overcome them?
 

uStep 3: Implement Your Plan

uPut your plan into action
uCoordinate with the other professionals in your life
uProgress Calls along the way
 

uStep 4: Long Term Partnership

uAdapt to changes in your goals, life & market
uProgress meetings every step of the way