Broker Check

Tour of Our Services

Personal Financial Coaching System

Initial Meeting

The initial meeting consists around two main topics:

1.  Current Financial Picture

  • Income
  • Assets
  • Liabilities
  • Insurance
  • Capital needs and cash flows

This is more of a data gathering exercise to make sure we have a clear understanding of one's financial picture.


2.  Financial Goals

  • Retirement
  • Education
  • Estate Planning
  • Inter-generational Wealth Transfers
  • Charity
  • Travel
  • Major Purchase

Armed this information from our conversation we will then prepare an analysis.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 303-984-9000