Our Mission: Harmonizing dreams and means to liberate lives… without conflicts or compromise.
What to expect during your initial your “Get Acquainted” conversation:
Before your meeting
You will receive a short survey to complete on your computer or mobile device (5-10 minutes).
This survey will help us understand your questions and the issues you would like to explore in your meeting.
Your survey will also ask for information that can help our team identify how we can help you such as your asset values, # of investment accounts, loan balances and income information.
During your meeting
Discuss your completed survey which will focus on your most pressing questions and issues that you would like to explore.
Begin exploring, and hopefully uncover new opportunities to increase your Return on Life (ROL) along with your Return on Investment (ROI). Return on Life (ROL) is about living the best life possible with the
time and money that you have.
Here we will share a summary of our findings and recommendations for improving your Return on Life along with your Return on Investment.
This will include creating a timeframe to develop and implement your financial life plan.
Overview of recommended services including:
Initial year financial life planning process (charting the course)
Ongoing financial life planning and asset management services (maintaining the course)
If all parties feel there is a mutual fit to work together, we will quote you a fixed fee for working through the initial year financial life planning process.
After your meeting
You will receive an agreement for review which will outline your fees and the scope of services to be provided.
Once an agreement and an initial payment have been received, our office will schedule your first meeting in the planning process (Purpose & Possibilities) and send you materials for your next meeting.
We look forward to the opportunity to connect with you. Contact Us to book a meeting.
*No specific financial advice or guidance will be provided during your Get Acquainted consultation.