Insurance Process

Understand Your Goals And Financial Position

We want to understand your goals and objectives, and even your concerns. What’s keeping you up at night? What life events are you preparing to celebrate? In order for us to understand your financial priorities, reach out to schedule time to connect with each other. Let’s start with where you are today, we’ll help you with where you want to be tomorrow.

During your initial contact with our office, we will provide details on the next steps to working with our team, such as costs, time commitment and how to prepare for your first engagement with our advisory team.

Prepare To Meet Your Team

Your financial story is unique. In order to build a snapshot of your financial picture help our team understand your situation. You will provide the following documents prior to your next meeting. These items are necessary to design your financial plan.

See relevant documents:

• Income and Expenses
• Personal Info (SSN, DOB, DL#, Bank Info/CheckBook/Void Check, Beneficiary info w/SSN and DOB)

Build Financial Plan

The financial plan instills confidence and peace of mind. Our approach helps you build an achievable and flexible plan using interactive tools which visually organize your life. This process provides direction, motivation, and discipline.

Through a series of scheduled meetings, we develop a timeline, establish next steps and set the plan in motion through customized strategies and solutions. Your plan lives securely in our innovative platform, dbMoney.

Monitor And Update Your Goals

Life is full of ups and downs. We’ll help you prepare for both. Your financial plan will be updated and monitored every step of the way.

Every client receives a custom plan of communication from our team, including: market commentary, tax planning, community events, financial workshops, etc.