Holistic Wealth & Life Management
Wealth Coaching & Education
Asset Allocation Analysis
Risk Management & Insurance Strategies
Cash Flow & Retirement Planning
Estate, Gift & Trust Planning
1. Preliminary Review
Let’s get to know each other: initial discussion, review of practice profile and financials with Non-Disclosure agreement, Q&A, and establishing timelines.
2. Due Diligence
We visit your office and collect information: here’s where we set goals and priorities, look at historical data, and make a transition plan.
We start with advisor on-boarding, providing you training with new technology, process and solutions. Next is client on-boarding. We recognize the importance of the advisor-client relationship so we have built our process to capitalizes on building high-trust partnerships that give your clients the advice and attention they deserve and need.