1. Engagement Meeting

Day 1

Initial client meeting to understand your unique goals and objectives

2. Data Gathering Meeting

Day 7-14

Second meeting to gather data to develop your personal plan.

3. Analyze Information

Day 15-28

Meeting to analyze your current situation based upon the data you provided and develop comprehensive solutions.

4. Plan Presentation

Day 30

Review your initial plan and discuss recommended strategies

5. Implementation*

Day 30+

Implement plan and recommendations and products to help you attain your goals and objectives.

6. Ongoing Advice Model - Personalized & Timely

Monitor your plan and make updates periodically based upon changes to overall goals, objectives and life changes.