Helping our clients through
many of life’s changes and choices
Whether it is starting something, stopping something, or just continuing on, we offer the following services to help our clients make more effective and deliberate choices to keep their momentum in moving forward with their financial lives.
Questions to Think About
How to Get Started
- What will happen if you do nothing?
- If we engaged today and looked back in a year, what would a success look like?
How to Get Started
- Sign engagement letters and pay any upfront fee cost
- Fill out and return questionnaires (data collection and risk tolerance)
- Fill out and return investment transfer paperwork
- Provide data per the Data Questionnaire Checklists
- Avoid the 3 Deadly D’s: Denial, Distraction, and Delay