FAQs
- What is your typical process for working with a new customer?
1. Identify your goals. I'll make sure I understand whats important to you and your loved ones, where you are today and where you want to be in the future. 2. Develop your personalized plan. I'll analyze your financial situation and develop recommendations that can help you and your family achieve financial security. 3. Implement your strategies. I'll bring your financial plan to life with proven products and quality solutions. 4. Review your plan. Throughout life, even small changes can impact your financial plan. I'll help you adjust your plan as needed to stay on track